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Teamwork

Serving you with a long-standing team of professionals with rich business backgrounds

Kim

Helen Keller once said, “Alone we can do so little; together we can do so much.” Our team has worked together for over twenty years and brings rich business backgrounds together for the benefit of our clients. Our team possesses the unique ability  to address family dynamics, while respecting the need for confidentiality, that is required to work with the multigenerational families we serve. As a team, we are able to focus on and fully serve our clients' unique needs.

Steve

Our clients benefit from a collegial approach to financial management and client service. This approach to client service has been developed during the nearly 20 years that the Family Wealth Management team has worked together as business associates. Playing off each other's strengths in complementary skill sets provides a rich level of service. For one of our clients with a range of investments from real estate holdings to marketable securities to private investments as well as multi-generational issues, using a team approach is not just the best way to serve them; it is the only way.

  • Coordinating with your other professionals — Accountants, Estate Attorneys, Tax Professionals, Insurance Agents and other professionals necessary to coordinate the best service and advice for our clients.
  • Long-time, stable team — Our team has worked together for almost 20 years.
  • Diverse business background — Our associates include a CERTIFIED FINANCIAL PLANNERTM and have experience in public accounting, real estate management, bank relations, and construction management.