2989 Shelburne Road
Want a second opinion?
With all the complexity and volatility in today's financial markets, many investors are actively considering switching financial professionals. Are you well-positioned to stay with your current financial professional or should you switch? And if so, how can you find the right one?
We offer a second opinion service that begins with our discovery process. Through this process, we can get a very clear picture of where you are now and where you’d like to go. We then examine any gaps that need to be filled. If we determine that you are doing well with your current providers, we’ll tell you. If we believe you should consider switching financial professionals but we aren’t the right fit we’ll be happy to point them in the right direction. Lastly, if it's more appropriate for you to work with us, we begin the process.
We work with a select group of clients for whom we believe we can have a tremendous impact. Due to the high level of attention we provide to our clients, we limit our Wealth Management services. Let's get to know each other.