Frequently asked questions #6 - What type of clients do you work with?

We have a very busy practice
however we do take referrals from existing clients.

Around our office we believe in
investing for success. The most
important thing to us is that you are completely comfortable with your investments. Part of that means understanding what you are invested in and what risks, if any, you are comfortable with.

We do have a process when
first meeting or taking on a new
client to ensure it is a good fit for everyone!

We love to see our clients succeed!