Our Principles

Regardless of what type of work we are performing for our clients, there are certain principles that dictate how our advisors operate as a firm.  The following are some of the core beliefs that shape our practice.

• By serving the needs of the client first all else will fall into place (The Golden Rule);
• Financial transparency is paramount for a successful long term relationship.  It is imperative that our client’s financial objectives and our business model are in a clear “line of sight.”  We sit on the same side of the table as our clients;
• Our clients, partners and staff deserve a professional organization; 
• The staff is empowered to address and resolve any problems and concerns immediately.  Things usually go smoothly but when they don’t we make sure they get fixed immediately;
• We have a significant responsibility to our clients.  They entrust us with important confidential information and we ensure that we safeguard that information; and     
• Trust is earned.  It takes years to develop the trust our clients have in us and only minutes to undo it.  Careful communication is crucial to maintaining a healthy, long term relationship.