Our Team approach to everything that we do ensures that we provide great customer experience through the quality of service and the expertise we can provice to serve our clients. In addition to our internal team members, we utilize LPL Financial, the largest independent Broker/Dealer in the nation*, to provide us with the scale for our resources as well as for our operational support.
As the quarterback of the planning team overseeing the Wealth Management process, we work with other professionals like Attorneys and CPA's who can provide us with the necessary expertise to get the job done right the first time and to provide our clients a true experience of the Wealth Management process.
Working along side other experienced professionals have helped many of our clients just like you with similar issues and concerns. For the limited amount of new clients we bring in each year, we can create a plan that is designed and tailored specifically to address their individual situation.
* As reported in Financial Planning magazine 1996-2013, based on total revenues.