Q: What makes your client experience unique?
A: We understand that financial advising is done with compassion, empathy, and a singular focus to help each client meet their own unique goals and objectives. What matters to you is what matters to us. There’s a considerable gap in our industry when it comes to relationship management, listening, trust management and, in too many cases, financial advisor/firm arrogance.
We know that we have to earn the privilege of maintaining each client relationship every day, and we never take that for granted. As an independent investment firm, we can truly act in the best interest of our clients—not in the best interest of a bank or broker-dealer.
Q: What do you find most satisfying about your job?
A: What’s most satisfying is the incredible relationships we build with each of our clients. Our clients are like family members and we treat them as such through respect, accountability and transparent communication.
Every individual and family deserves to have trusted financial partners to help them navigate through the best times and the most difficult ones, too. Referrals from our clients confirm that they see us as their trusted financial partner, and they validate all the hard work we’ve put into our client relationships. We celebrate when our clients reach certain financial milestones and personal financial objectives. Seeing the results and impact we’re making on their financial lives is something our team would not trade for anything.
"Seeing the results and impact we're making on their financial lives is something our team would not trade for anything."