Communication

We Lis­ten to You

From our first meet­ing to your ongo­ing updates, you’ll see some­thing a lit­tle dif­fer­ent about us. We ask a lot of ques­tions and then — we listen.

• Tell us about your dreams.
• Tell us what you want your money to do for you.
• Tell us what finan­cial secu­rity means to you.

You can expect to hear from your advi­sor sev­eral times a year, or more fre­quently, for updates and to review your finan­cial plan and your port­fo­lio. We would like to review your port­fo­lio with you at least annu­ally or more often. Your advi­sor will also con­tact you reg­u­larly by phone or email to check in with you on changes in your life cir­cum­stances or as a fol­low up to a meet­ing. When the mar­ket changes, your advi­sor may reach out to you to explain how those fluc­tu­a­tions will affect you.

Expect to hear from us fairly often. You will receive our monthly email newslet­ter “Spot­light on Wealth” deliv­ered to your inbox. Quar­terly you will receive:

• State­ment of Cur­rent Holdings—all assets held in dif­fer­ent accounts are con­sol­i­dated in one report so that you can eas­ily review your portfolio
• Per­for­mance Report—we will cal­cu­late the rate of return on each account and on your con­sol­i­dated portfolio
• Quar­terly Newsletter—we will pro­vide you with our analy­sis of cur­rent mar­ket conditions

We work hard to build rela­tion­ships so your first instinct is to come to us about all things finan­cial. Should you buy that new house or invest­ment prop­erty? How should you han­dle that bonus? Your advi­sor is experienced—and available.

Our work begins and con­tin­ues with great conversations.