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What You Can Expect

  • If you are interested in some of our services and learning more about us, please contact us
  • In our 1st discussions with you (which are always free of charge), we’ll go over what prompted the meeting, what specific needs that you have, and how your wealth has been managed in the past.
  • We’ll then discuss how our capabilities could potentially align with your needs, and we’ll give you as much time as you need to think it over.
  • If you decide to move forward with us, we’ll have your sign our Engagement Letter, which is a document that outlines the specific services that we’ll provide, the timeframe that we’ll provide it in, and the expected cost of our services.
  • After you become a client, we’ll frequently interact with you over calls and emails in order to get to know each other further and get additional information from you.  After we get acquainted with each other, our communications will become slightly more standardized in the form of quarterly meetings and/or updates.