Creating One Team

Life is not one-dimensional. That’s why we create wealth plans that consider its many aspects.

We’re convinced that collaboration among the members of our multi-disciplinary specialty teams leads to better ideas and better solutions. Your Client Service Team, led by a senior Client Advisor, will:

• Serve as your primary link to the firm
• Orchestrate the firm’s diverse resources
• Help you define your investment objectives and guidelines
• Work with your other professional advisors, when appropriate
• Oversee the development and implementation of your comprehensive wealth plan

We provide our specialized advisory services as part of our comprehensive wealth management approach. In fact, we include these services in our investment management fee. As a result, our specialists work together as one team. The benefits of this structure include:

• Complex issues are analyzed from many perspectives
• Knowledge and experience of each team member is fully leveraged
• Ideas are created and shared in pursuit of common goals
• Solutions reflect the firm’s best thinking