Communicate Your Way - Anywhere
Our aim is to communicate proactively with you about your investments, your financial needs, and your goals. Our Client Portal is user friendly and allows clients easy access to their quarterly statements and other important communications from us. It also includes their secure document vault which they can use to store vital personal documents such as copies of passports, real estate deeds, estate plan documents, etc. The Client Portal is accessible online and on our Mobile & Tablet App, which is available for Apple and Android devices. We provide clients an easy-to-use Video Conferencing application called Zoom which creates in-person experiences from afar. When our team hits the road, we’re always looking to meet with clients in person. We love getting to know them at their homes or any other location convenient for them.