Our 360 service model is designed to meet the individual needs of each of our engaged clients. We are devoted to a can-do attitude and doing it right the first time. You can always expect a commitment to the highest level of professionalism with a constant eye on the details.

Achieving lasting financial success takes a holistic approach, discipline, coordination and teamwork. We employ our on-going 360 service process with the flexibility to be responsive to your personal needs. Yes, it is vital for us to know you, understand your needs, investment objectives, and financial goals. Equally important are your expectations. We are committed to a successful long term relationship.

Client Service Roadmap

Our 12-month rolling service schedule outlines your future appointments, review meetings, conference calls and important service dates. This provides our engaged clients with pre-scheduled dates and times for future planning meetings and reviews. Each time we get together, our next appointment is confirmed and we add one 12 months out. Of course there will be adjustments along the way; however this enables us to plan, prepare and add greater value to all of your appointments. Our clients are not limited to just these dates, since life and market events sometime dictate the need for interim meetings and ongoing communication.

We utilize a holistic approach to help make the most of your financial opportunities so that you can enjoy an enriched life.

My Professional Mission

• Build wealth and financial security for my clients through successful long term relationships
• Manage my practice as an elite wealth management and financial planning firm focused on providing the highest quality of service to individuals, families and businesses in all areas of wealth management
• Employ a holistic discovery process combined with an advanced consulting approach to uncover and concentrate on the unique challenges and financial goals of my clients
• Utilize my experience and knowledge to offer innovative planning solutions that are backed by sound financial principles
• Prudently pursue the best financial strategies and investment opportunities for my clients
• Provide custom recommendations and construct portfolio solutions that are designed to accomplish my client’s financial goals
• Strategically apply my professional knowledge, skills, and discipline to help my clients achieve their investment performance objectives

Comprehensive Value

We aspire to add significant value through our commitment to excellence and are dedicated to upholding the highest standards of professionalism. Our mandate is to provide recommendations that are in the best interest of our clients with the goal of delivering service that exceeds expectations. We strive to work as hard for you, as you do for your family and loved ones. You can feel confident knowing that we are performance driven and helping you to achieve a higher level of financial success is at the core of everything we do. One of our goals is to keep you up-to-date and informed all along the way on the best opportunities in the market place. We focus on helping you navigate the markets to realize better financial outcomes. We are passionate about helping you achieve your desired results and supporting your journey towards success.