How We Are Different
It's All About You
Let’s not talk about us. Let’s talk about you. Yes, you. What lies ahead for you? What have you already experienced? What do you want more of? What do you wish you had less of? What do you dream about? What do you worry about? If you were offered a “do-over,” would you do anything differently? What do you see as your legacy?
We guide you through questions like these and many, many more when we’re getting to know you. We acknowledge it can feel a bit like being under a microscope. But when we ask lots of questions, we have a better opportunity to tailor our financial services to fit you.
The next few pages will tell you much about us – who we are, what we offer, how we do things. But all you really need to know about us is this:
We want to know you.
We want to guide you.
We want to advise you.
We want to help you.
It’s not about us; it’s about you.
Our Core Principles
The most important asset we manage is our relationship with you.
To meet your needs, we provide services, support and expertise built around these distinctive attributes:
A Full Range of Advisory Services
Based on your individual requirements, our team of investment, trust, and financial planning experts work with your Wealth Advisor to help you invest and plan for the future. With your permission, your Wealth Advisor will also meet with your attorney, accountant or tax specialist to share information and coordinate services.
A Disciplined Approach
Our asset allocation and security selection processes are informed, time-tested and consistent. Using systematic due diligence and strict adherence to established guidelines, we construct portfolios designed to meet client needs for growth, income or other specific goals.
Investment Expertise and Resources
We build portfolios across a wide variety of securities, sectors and styles. In addition to our in-house research skills, we have access to highly-respected, third-party analysts whose services are typically unavailable to individual investors.
Transparency and Oversight
Many of our competitors cloak their fee arrangements or hide revenue sources through complex transactions and relationships. Our fee structure is fully transparent. Our portfolio holdings, investment processes, and account transactions are subject to many layers of oversight – from our own internal reviews, from third-party auditors and from state and federal regulators.
Integrity and Trust
Our goal is to provide solutions based on specific needs but the focal point of everything we do is to establish long-term financial partnerships with our clients. We’re dedicated to becoming your trusted advisor: a source for counsel, problem-solving and support you can count on – now and in the future.
Products offered by Wealth Management are not FDIC Insured, are not bank guaranteed and may lose value.
Wealth Management does not provide tax, accounting or legal advice.