CLIENT SERVICE MODEL
As part of our comprehensive approach We commit to clients with a regular schedule of communications: phone calls, meetings and comprehensive reviews.
This service-intensive approach dictates that we work with fewer clients than typical advisors because we spend more time servicing each client. Our practice focuses on high-net-worth families, businesses, retirement plans and foundations. Our focus on this niche has allowed us to develop significant expertise in recognizing and addressing potential issues that impact our clients’ wealth, estate and asset transfer strategies.