Our Approach

Understanding our client's needs and aspirations can mean the difference between success and failure of their financial plan.  Knowing this, our advisors' first job is to ask questions, sit back and listen.  Truly understanding our clients allows our advisors to clarify the goals and objectives, evaluate the depth and breadth of the relationship and determine how best to meet their clients' individual needs.

A team-based approach is employed when creating a financial “road map” for clients. Jim & Matt are involved in every aspect of wealth management; from gathering data, to recommending investment and planning strategies.  This structure provides clients with unparalleled access to advice, differing yet cohesive views and long-term continuity.  Our clients appreciate this integrated approach and level of service.

As fee-based investment advisor representatives our advisors do not rely on commissions or product sales for compensation.  This allows our advisors to provide unbiased advice and ensures their interests are aligned with their clients.

Clients may implement their plan through us or with one of their other trusted advisors.  Because a financial plan is only successful when implemented, we work closely with our clients' advisors to ensure all assignments are completed. Close contact with advisors also results in an integrated, cohesive plan and eliminates ambiguity.
 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck