Ultimately, the choice of a wealth management team comes down to relationships. In our experience, there are six major factors that contribute to clients’ relationship with their financial advisors.
Based on how we treat them and the service we provide it is our goal for our clients to
conclude the following:
WE HAVE CHARACTER
Our integrity is unassailable and we are trustworthy and dependable
WE ARE CARING
We are concerned about them as people and understand what is most critical to them, beginning with their life goals and financial objectives.
OUR RELATIONSHIPS ARE BASED ON CHEMISTRY
We want them to feel a genuine rapport with us from our very first meeting.
WE ARE COMPETENT
We and our colleagues are smart and capable of handling the technical aspects of their finances.
WE ARE COST-EFFECTIVE
They know exactly what fees they are paying and we are transparent in the services we provide.
WE ARE CONSULTATIVE
We want our clients to view their relationship with us as an ongoing, long-term partnership characterized by collaboration, regular contact and customized communications based on their preference. As appropriate, we will reach out to them on matters beyond their finances. Our communications will be tailored to their specific needs and interests and will be sophisticated and highly professional.