Wealth management to us means more than just managing a portfolio. It is multi-faceted: addressing a clients lifestyle, retirement income needs, tax strategy, estate plan and insurance coverage. In addition to addressing business liquidity needs for entrepreneurs and helping families prepare for college, wealth management is an all encompassing process that is personalized for each client's objectives.
We believe the team approach provides clients with a structured and disciplined process to deliver real results. The advantages of partnering with a wealth management team often times outnumber a sole practitioner or independent advisor. The key advantage of working with a team is:
- Specialization: Each advisor on the team serves a specific role for the client to ensure quality and consistent service is rendered.