Our Process

We are a trust based and family-focused wealth management firm, meaning we believe that an authentic and genuine life-long relationship begins on a solid foundation of truth and honesty. Our clients are like family to us and we are selective about whom we accept into our client family. The process of becoming a client of ours involves a few unique steps designed to meet your goals, decide if there is a good fit and monitor your progress.


CLIENT ENGAGEMENT PROCESS

OUR KEY RELATIONSHIPS

As we are an independent wealth management services firm, we help in protecting our client's best interest by separating custodian, advising and oversight duties. These independently owned financial services firms help us to fulfill different obligations to our clients. We work primarily with the following companies - TD Ameritrade, Assetmark, Beacon Capital Management, and The ValueBuilder System.