Clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise.
Here are a couple of examples of why clients are confident in us managing their wealth, and of the solutions we have developed for them.
When we first started working with Steve, we had no idea he could help us with all of our financial needs. The breadth of the help he has been able to give is impressive. On the one hand he’s helped us with our retirement, estate planning and wills – on the other hand, he’s been working with our two sons who are just starting out with their investments. We realized the importance of starting early so we encouraged our kids to take the advice now. Steve is very professional and credible, and we value having someone we can trust to pay attention to the finances so we can get on with other things. Even when we stood back to take a look at the bigger picture and other options, we still feel this is the right fit for us.
We had always managed our own money so considering working with an advisor was a big change for us. With his professionalism, attention to our needs, and meticulous preparation, Steve made the transition seamless. He spent the time to find out what was important to us, explained everything involved in making our decision and made us feel very comfortable with our choices. We feel like we have a collaborative working approach with Steve and as business owners we like that he includes our other professional advisors in the planning process. Service and follow up are a top priority for us and Steve has exceeded our expectations.
Strong values and morals are important to us. We have worked with Steve over many years and we have complete trust and faith in his professional approach to represent our best interests. As specialists in our chosen fields we appreciate that Steve is an expert in giving financial advice and managing our life savings. His credentials, knowledge, wisdom, and wealth of experience give us the confidence that we are on the right track with our financial plan. We look forward to working with Steve to pass on his advice to our adult children and do not hesitate to recommend him to others.