About Us

We are proud providers of financial services. As such, our business focuses on creating value for each of our clients and holding true to our core values.

 

Mission 

As an integrated wealth management partnership, we seek to be the advisory group trusted by clients and industry professionals as the destination of choice for their financial well-being. Through our unique approach, we create value for each of our clients through our personalized service and commitment to growing and preserving their wealth. By setting clear expectations, creating a Financial Blueprint and through timely and open communication, our clients are proud advocates of their experience working with us.

Core Values

Transparency – We inform clients of what we are and are not capable of. We are transparent in our fees and how we get paid.

Educational – We believe that education about personal finance is important at any age and with any amount of wealth. Not only does it improve dialogue, it can help ensure that both advisor and client are making the right choices to improve our client’s financial wellbeing.

 

Independence – We make our recommendations based on the experience gained from years of working with many different institutions and clients. Those recommendations are made because we believe that our client’s needs are best met, not because we have proprietary products to sell.

 

Our Commitment

Every client recieves our letter of commitment, which outlines what each client can expect from our team. This Partnership Agreement outlines the value that clients can expect to recieve when they join our team. An example of this agreement can be found here: 

Integrity - We keep our promises and ensure what we say will be done, is done on time and accurately. We always act with our client’s best interest, even if that involves admitting we may not be the best fit to help manage their financial affairs.

 

Communication – In our business, communication is key. We work with clients and who appreciate open communication and who, like us, are committed to dialogue throughout our process in order to ensure that no material change in our client’s financial situation is unaccounted for.

 

 

 

 

 

 

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If you have similar values and would like to speak with us about your financial needs, please call us at (403) 220-9808 or email us. We would be happy to speak with you about how our values impact our client’s financial wellbeing.