Our Consultations/
Existing Clients


Chairs gather around table


Your needs are important to us, regardless of the dollar amount you have invested with our team.  We like to do at least one face-to-face meeting per year with our clients.  If we can’t meet in person, we will do a detailed phone conference instead.

Each annual meeting consists of a detailed review of the following:

  • Account Performance
  • Asset Allocation
  • Current Holdings
  • Recommendations for Changes in Strategy (if necessary)

Regular updates, which are conducted several times per year, are a bit more informal but cover all of the same topics in an abbreviated manner.

Each interaction gives you an opportunity to ask us questions and let us know of any changes in your status as well.  We always welcome and encourage questions from our clients, whether during one of our meetings or any other time by phone or e-mail!