We welcome partnering with clients across the country who appreciate our values and philosophy and who want a partner for the long term. We enjoy working with clients from California to New York to Florida. Whether we meet in person, use video-conferencing, or talk over the phone, we have the conversations and do the work that is necessary for a rewarding partnership.
Our process for welcoming you to the family – getting on board:
Get to know our team and learn about our services
Gathering information about you and what matters to you
Finding what service offering and experience works for you
Looking to the future by planning how to pursue it
Determine if opening accounts is appropriate for you, then doing so
Helping you transition your investments to our firm's oversight, if desired
Asking you to share your experience to help us serve you best
We work with you to make the experience rewarding. We help you with the process and we are here for you along the way for questions or conversations.
The typical timeline for a client who goes through the seven steps of our onboarding process is between one and two months. From here – we continue planning, listening, and monitoring together.
To read our agreements and see our Client Relationship Summary, please click here and select the “Part 2 Brochures” and the “Part 3 Relationship Summary.”