Getting to know you and your family serves as the basis of our client relationship. It is not enough to just consider investments, it is important that we know where you are, what matters to you, and where you want to go.
We work with your other professional advisors — attorneys, CPAs, insurance consultants, and bankers — to ensure that every aspect of your situation is considered. When that happens, we can chart the right course for you.
Too many financial advisors are focused on selling investments and financial products. Investing is only a piece of that process. Thorough financial planning is the foundation on which clients build a successful future.”
Emerson Ham, III, CIMA®, CFP®, CPWA®Senior Partner
Get to know you
Getting to know you and your family serves as the basis of our client relationship. At this stage, we really want to understand what resources you have today, what is important to you, and what goals and milestones are on the horizon.
Coordinate with your advisory team
We work with your other professional advisors (attorneys, CPAs, insurance consultants, bankers, etc.) to ensure that every aspect of your situation is considered, so that together we can chart the right course for you and your family.
Determine you plan
Once we know you and your priorities, we recommend a personalized plan that addresses your financial planning, investment management, risk management, and legacy objectives. This all-encompassing plan is built custom for you and your family.
Implement your strategy
Once we agree on a plan of action, our team gets to work implementing this plan. Our open platform gives us access to a broad universe of investment vehicles and non-proprietary research, allowing us to provide personalized solutions that can address your unique objectives.
Evaluate, monitor, and review your progress
Because life brings changes, challenges, and surprises, we continually evaluate your plan, monitor your portfolio, and revise each as necessary. Our goal is to help you successfully navigate through your family's financial course.
Looking for a partner in navigating life?
We look forward to learning more about you and your financial goals.