These three principles guide us in every decision we make.
“If I have been of service. . .it has been a successful day.” – Alex Noble
Our clients’ challenges are our challenges. We intentionally keep our client base small so we can attend to individual needs . We also ensure uncompromising service by putting as much care in selecting our clients as you do in selecting your financial advisor.
“Things should be made as simple as possible but not simpler” – Albert Einstein
In today’s world you can find pages of information on any topic. The challenge is determining which information is relevant. The financial services industry is notorious for information overload and “complexification.” We make everything simple for our clients, but just enough …
“Price is what you pay. Value is what you get.” – Warren Buffett
If our services aren’t adding value for you, you shouldn’t be paying for them. Every year we sit down with our clients and evaluate whether or not “what you got was worth what you paid.” If this isn’t the case, we find new ways to add value or help you find a better alternative.