Client Benefits

Integrity, Clarity and Capability

  • Customized advice
    • Risk management
    • Ongoing monitoring and management
    • Tax-efficiency
  • Objective, unconflicted perspective
  • Transparent approach
  • Fair fees / reasonable costs
    • Fully disclosed, flat-dollar business model
    • Unbundled, “pay-for-service” fee structure
  • People
    • Depth of experience
    • Credentials
    • Strength of professional network
    • Collaboration with other advisors
    • 24 / 7 service and accessibility
  • Access to top money managers
  • Access to specialized service providers
    • Residential relocation
    • Bill paying
    • Philanthropy planning