Our Approach/New Clients


Close up of Chess pieces on a chess board


Our consultative process involves:

  • Completing an overview of your current assets/investments
  • Understanding your key objectives, risk tolerance, investment behavior, and time horizon
  • Presenting our investment recommendations and developing strategies that seek to generate wealth over time while mitigating risk to your assets
  • Scheduling an initial face-to-face meeting or conference call to review our recommendations and answer any of your questions