The final element of our wealth management formula is relationship management. We strive to build solid relationships with three key groups: (1) you and your family, (2) our internal team, and (3) our strategic alliances.
The first and most important group is composed of the clients we serve. Our client relationship nurturing process includes periodic meetings, regular calls, email updates, quarterly performance reports, timely market updates, newsletters, and more. Our entire client relationship process has one purpose — to ensure that you are kept well informed about your hard-earned money.
Our wealth management process is often a collaborative effort among our clients, our internal team, and our extended expert team. When appropriate, and with your consent, we bring in wealth management experts from our network of strategic alliances. Fostering solid working relationships with other leading wealth management experts helps us deliver superior wealth management value to you and your family.