First and foremost, you will continue to benefit from our personalized and collaborative approach to developing an investment strategy to help you pursue your goals and dreams. We will continue to manage your family’s money primarily in-house, to reduce your overall costs. The financial planning service will continue to be included in the cost – which will not increase.
Access to a Broader Thought Leadership Environment: Because we’re independent and own our own firm, we are not limited to offering the thought leadership and advice from just one institution. We can now access best-in-class research and advice from a wide variety of financial partners to meet your family’s ever-changing needs.
Robust Planning Solutions: We will use advanced planning software from eMoney, a new opportunity for many of our clients. This tool has robust capabilities that will allow you, and our team, to view, in real time, your complete financial picture, including assets held at other firms.
- eMoney has a secure, user-friendly “Vault” which enables you to store important documents electronically and safely; this might include copies of trusts, wills, tax filings, insurance documents, titles, etc. You will be able to choose to share the uploaded documents with our team, in cases where it is helpful for us to have access to them. This vault is confidential unless you elect to share individual documents with our team or even other professionals as needed.
Exceptional Client Service: We will continue to act as a fiduciary, with your best interests as our only agenda. Our team is free to focus exclusively on addressing your individual service needs.