You have Greater Expectations for your wealth management, and that requires greater standards. You've arrived where you belong. Your journey is worthy of an accurate map to follow. You demand more dynamic planning to make measurable decisions now, along with the responsiveness to evolve over time. Your vision transcends the usual boundaries of a portfolio, and your greater cause is what motivates us.
Together, let's create a legacy of your choice. Your time is your most valued commodity. Important decisions are your forte, and you demand the highest standards for the information that drives those decisions. Yet the professional lifestyle of a corporate owner/executive presents real challenges to making accurate & timely personal finance decisions.
Together, let's create a legacy of your choice. Your time is your most valued commodity. Important decisions are your forte, and you demand the highest standards for the information that drives those decisions. Yet the professional lifestyle of a corporate owner/executive presents real challenges to making accurate & timely personal finance decisions.
Services
1. Integrity & Trust: We do what we say we will do. In theory this sounds simple, but in practice it requires great discipline. Our relationships are open and honest. We trust our clients to tell us exactly what they want, and our clients trust us to deliver. 2. Excellence: Every client deserves a unique plan with accessible, accurate forms of measurement.
Perhaps the most revered figure in Scottish legend is the IM (iolair-mhara), Scottish Gaelic for "White-Tailed Eagle". We insist for all the right reasons. In Scottish folklore, the IM was regularly looked to for guidance, and in all ways was a physical representation of comprehensiveness. This trait directly mirrors the role we serve in the lives of our clients.
Have you ever noticed that financial advice can be tied to a product sale on the back end? When you're presented with information that steers you toward a product sale, conflict of interest is the obvious elephant in the room. We operate under a fiduciary standard of care, based on your best interests.
Transparent & Efficient: We utilize a simple, flat-fee. This means no commissions & no transactional or trading costs. In your world, this also means it doesn't cost you money when the time comes to make adjustments. We thoroughly evaluate your current portfolio position and the planning targets you're aiming for.
Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters. A. Collaborate: We work together diligently with your Attorney & CPA on an ongoing basis to maximize communication and streamline your planning.
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