While the majority of our clients are households with $2 million to $20 million in assets, we welcome accounts of all sizes. We view members of our community as family, and we will never turn a client away for failure to meet an arbitrary asset minimum. Our primary concern is that we’re the right fit for each other and can provide a value-added experience.
As we build our relationship with you, we’ll have conversations covering topics that on the surface may seem like they have little to do with wealth management, but they have everything to do with what is important to you.
We believe our society currently has an inverted work/life balance, so there has to be a “why” for your wealth, which we try to uncover and understand. That “why” remains at the core of our guidance.
It is not always easy to entrust someone with your finances. We’re committed to discretion and will honor what you share with us. We also do our best to be present and responsive to your needs.
It’s how we develop your trust and deepen our relationship with you.
We are definitely not a coat-and-tie type of operation. When you visit us, you might be greeted by one of our dogs. It’s not uncommon for our clients to come to our office wearing their riding breeches or straight from the golf course or tennis court.
Some of our clients like to speak to us each week about their holdings, trades, portfolio performance, and other matters. The majority of our clients, however, prefer to have a longer conversation each month covering recent economic developments and impacts on their portfolio.
We also hold annual reviews, which are more detail oriented and wealth planning focused.
The method and frequency of communication is entirely up to you.