Trust is more than the belief of reliability. Trust is about putting the client first, in everything that we do. Trust is making sure that the client’s best interests are paramount. Trust is making sure that no matter our ability to complete a task, it is always done in the best interest of the client.

Transparency is about eliminating the grey areas to make everything crystal clear to clients. From fees, to decision making, to expectations. There is not a single moving part in our firm that our clients are unaware of. Transparency is about giving clients the confidence and clarity that they deserve.

Empathy is about making clients realize that we are just as invested in this as they are. Empathy is about going above and beyond the finances in order to figure out the “why”. Empathy is about developing relationships with clients to the point where the term “friend” seems more appropriate than the term “client”. Empathy is about being a listener in order to truly understand each and every client’s unique needs and circumstances.

Efficiency is about making every decision with a purpose. Efficiency is diving deep into financial plans to uncover loopholes and opportunities that other advisors missed. Efficiency is building portfolios that have lower fees in order to maximize client returns. Efficiency is sitting down with a CPA to discuss different options to save on taxes. Efficiency is sitting down with a client’s estate attorney to discuss the best way to leave an inheritance. Efficiency is making sure that a client’s portfolio is always aligned with their risk tolerance, time horizon, and investment strategy at all times.