The successful lives we serve
We enjoy working with individuals and their families who live life with drive and purpose. Our team has experience working with clients whose portfolio's substantial size has made it too complex and time-consuming to manage on their own. Our personal service and financial assistance will be tailored to meet your unique needs. Getting to know you is one of the greatest rewards of the work we do. That’s why it is our privilege to help you navigate the challenges and opportunities that accompany your success.
Our team has developed expertise in serving people with complex wealth management needs. We’ve spent more than two decades working to meet the financial planning demands of professionals, business owners and affluent families. We look forward to putting that experience to work for you.
We know that when you entrust your significant assets to us, you expect to be kept well-informed. As a client, you will receive monthly and quarterly account statements, detailed reporting packages, one-on-one portfolio reviews and much more.
What can a Full Service Investment Advisor provide that my bank’s Financial Planner or Financial Services Manager cannot?
- ✓ A wider selection of investment products that may better suit your specific needs.
- ✓ A comprehensive review of your overall investment portfolio and financial affairs.
- ✓ A higher level of expertise in tax-efficient investment strategies and retirement cash flow planning.
- ✓ Ability to identify gaps and opportunities in your current plan and bring in-house specialists to the table.
- ✓ Expertise and comprehensive service help with your estate planning, tax planning, charitable giving, and cross-border issues.
Is there a Minimum Account Size for New Accounts?
To ensure that we can maintain a high level of service to those familaies who have entrusted us to manage their wealth, we will consider new clients with excess of $150,000. More extensive and frequent consultations with April and Pam are reserved for families whose assets exceed $1 Million.