Service Professionals

We focus on fewer, larger relationships, which allows us to spend more time with you and to address details that often get ignored.

From the start, we connect you with our team of experienced professionals with complementary skills and diverse expertise—not one person with limited depth and breadth of knowledge. Our team is better equipped to address complex wealth management issues, due to our additional skills and expertise. We also act as each other’s sounding board and challenge each other’s thinking to ensure the highest quality of advice. Plus, when you have an urgent request, you have more than one person to contact.

Our team is your point of contact, and we receive support from service professionals in our back office. These service professionals help execute service related requests, such as duplicate copies of statements and reports, money movement, account opening, distributions, and account maintenance.