Frequently Asked Questions
When does it make sense for me to talk with a Wealth advisor?
We believe that much like a medical professional takes care of your physical health, we play a similar role acting as the steward for your financial health.
– In practice, having routine check-ups with an advisor will help make sure that your plan remains in a healthy state.
– Sudden life changes (good and bad) are often times when we can provide the most support to make sure that your long-term consideration remains your priority.
– Doctors have their own doctors, and financial professionals have their own advisors too. We welcome both novice and experienced investors alike.
What type of clients benefit most from your services?
Clients that are engaged with the plan, and have a long-term horizon in mind. Life changes often, and it’s important to us that your plan continually reflects shifts in your objectives, circumstances, and values.
Who is your ideal client?
We look for clients that are open to new ideas. We ask that our clients, novice or expert investors, are willing to share their circumstances, values, and priorities transparently, because the more you share, the more we can help.
What does it mean to you to be a fiduciary?
We can ethically do what’s right, because all interests are aligned to do what’s right for the client. This philosophy is the gold standard of an advisory relationship built on trust. It means we are legally obligated to put your interests above all else, to make sure you are properly served. There’s no magic curtain to hide behind, and you’re getting our honest opinion.
What should I expect / look for in an introductory meeting?
Our goal of an initial meeting is for you to interview us: to get a better idea of who we are and the services we provide, and we learn more about your values, and your goals to see if our services will effectively allow you to reach your goals more efficiently. If we think we can provide value to you, we will invite you to continue our data intake process.
Should I prepare or bring anything to an introductory meeting?
The more information you can provide to us beforehand the better we can prepare to help you in a way that supports your learning style. This may include sharing goals and obstacles, or even ways that you best process information (visual learner, auditory, etc.)
Some clients like to bring a notepad or a computer to take notes, while others prefer to engage with visual material we may provide during our meeting.
What is your investment philosophy?
Our investment philosophy reflects Modern Portfolio Theory, which seeks to maximize risk-adjusted returns for each client based on their individual investment objectives and risk tolerances. Financial Plans and their respective investments are tailored to the individual, to fit their needs and values.