An investment conversation, not a process.
How we work with you.
Talk
Maybe you want to launch a business. Maybe you want to save for your child’s college tuition. Or maybe you have big plans for your retirement. Whatever it is, the conversation starts with one of our advisors to discuss your needs and what you’re trying to accomplish.
Listen
Our follow-up conversation will help us learn if we’re a good fit for your needs: Will we enjoy working together? Are we on the same expectations page? Is there the potential for a long-term relationship? We’ll also talk about your goals and your financial picture, including assets and obligations. We need to see the full picture to better serve you.
Learn
Once we all agree that this is a good fit, we’ll bring your assets in house and have your financial advisor study them with your dreams and goals in mind. They will then share their recommendations with you on how to build and adjust your portfolio over time, to help ensure it gives you the best opportunity to create and preserve your wealth.
You’ll have an in-depth talk about the proposal, during which everything will be clearly and fully explained in straightforward and understandable language.
