Thank you for taking the time to contact us with your concerns or questions. Your questions may be quite complex, fairly straightforward or just born out of frustration in not finding a reasonable approach or answer. We get it. At the end of the conversation we hope we have answered the question that you asked.
Or, if you are looking for a wealth management advisor we go through what we call a Discovery Process, where we identify where you are, identify any potential gaps and determine if your current providers are doing a quality job. If so, we’ll let you know. We want to make sure we are a right fit for you.
At the end of the day, we only take on a limited number of new clients for whom we can have a significant impact, but if we are the right team for you, we’ll let you know. If not, we’ll refer you to someone else who can take care of you.