Clients

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:

Onboarding
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

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.

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Brochure Supplements:

Steve Lane
Garrett Halton
Drew vonEhrenkrook