Simply put, we care most about our relationship with you.
It’s no wonder that the majority of our clients are women. We care about what matters to you, and taking the time to understand your situation and goals is foundational to our success.
You do the talking.
We listen more and talk less. We find out what you need, not what we may think you need. There’s a big difference.
We are privileged that, given our extensive tenure in the investment industry, the success of our practice is best defined by the women we serve.
We are privileged that, given our extensive tenure in the investment industry, the success of our practice is best defined by the women we serve.
Then, we ask questions …
We will ask about your goals and dreams as well as your time frames and lifestyle. We want to know what has worked for you in the past, but more importantly, what has not. What are your fears, beliefs, and attitude toward money? Our richest relationships come from truly knowing our clients’ desires and aspirations.
… and provide a helping hand.
As men may often define success as being in control, we have found that women often define it as being able to help others. We recognize this, as it most closely resembles the way our team thinks. This leads to important discussions regarding philanthropy and legacy planning as well as helping the ones you love and the causes you are passionate about.