The Private Wealth team offers solutions to our valued clients so they can benefit from the intellectual capital of our firm.
Concierge Client Service
We pride ourselves on prompt and punctual responses to your needs, questions or inquiries. Our advisors make themselves available outside of business hours via in person meetings, email and phone calls. Our clients are our number one priority.
We offer a highly personalized method of portfolio design and creation. We spend time understanding each client’s specific goals and objectives. This enables us to design a customized portfolio for each client based on their time horizon, risk profile, and financial objectives.
Robust Planning Tools
We utilize research-based planning tools to create and design plans for clients in various stages of their lives. Given our commitment to helping clients navigate their financial future, we’ve invested heavily in the latest resources available in the industry.
Your dedicated team will consist of finance professionals and entrepreneurs with specialized knowledge of investments and wealth management. Your advisory team has strong business education, including degrees in business, economics and law.
Transparent Fee Structure
Our investment management fees are based upon the value of the account, not the number of trades. We are a fee only advisor—we do not receive commissions for the purchase or sale of your assets or investment selections. Our transparent fee structure ensures that our recommendations are based solely on the client’s best interests.
Performance and Reporting
As a client, you will have online access to view your account at any time. You will receive a monthly portfolio appraisal that allows you to view your holdings at their cost and current value. Additionally, you will receive a performance analysis that illustrates how your portfolio is performing relative to the market.