How we Work with you:
Having regular conversations about your goals and changes in your life are critical for us to understand your needs and future plans. Bob will meet with you in our office, or in your home/office and have telephone conversations on a regular basis to review your accounts, keep you apprised of changes that affect your situation, and to educate you on opportunities that are aligned with your investment style.
Understanding Your Goals
Our wealth management advice is guided by your goals, immediate and in the future, and by your comfort level with our approach. That’s why we ask a lot of questions, to get to know you so that we can make the best plan to help you achieve your goals.
Developing Your Strategy
We see wealth management as a very personal endeavor. It is guided by many factors that are unique to your life, all of which we consider when thinking about how we work together. The better we know you, the more effective we can be as your advisors.
Monitoring Your Progress
A wealth management strategy is a dynamic guide. As changes occur in your life, we will modify it so that it suits your changing situation.