Wealth Management Since 1971

Keeping You Informed

Responsiveness Counts

Keeping you up to date is one of our top responsibilities.  You need to have easy access to your accounts at all times. You also need timely answers to your questions and concerns.

We take that seriously, so we have developed systems to keep you fully informed at all times.  We do that with:

  • An online client dashboard showing the status of your accounts, accessible from any computer or Apple/Android device
  • Weekly market insights from our Investment Committee
  • Periodic video panel discussions of pertinent wealth topics
  • Quarterly reports
  • Periodic balance sheet updates
  • Frequent emails and phone calls
  • Annual review letters
  • Annual review meetings (in person or virtual)
  • Additional meetings, upon your request
  • Quick access to us during business hours, by phone or email

When markets are volatile, we generally increase our communications with you.