Ongoing Communication

  • Annual review

  • Quarterly update calls with firm and team news and discussion of the markets by experts

  • Weekly and monthly market commentaries

  • Open dialogue as circumstances and goals evolve

  • Comprehensive monthly statements

  • Client Access online to your accounts, statements, tax documents, and important document storage

  • You set the tone for how you’d like us to communicate with you


We believe in a long-term, strategic approach to achieving your financial goals.  With regular communication about the development, implementation, monitoring and ongoing renewal of your wealth management plan, we aim to remove stress and worry.  When your circumstances change unexpectedly, when the markets are turbulent, and whenever you have a question or new challenge to address, we are ready to take your call.