At the end of the day, we work for and report to you.
While many of the financial decisions are ultimately yours, we will provide you with substantial information and recommendations to help you make decisions that are in your best interests.
Accessing information and advice in an immediate way is important to you. So we have made that process simple. Our secure client portal is available on-demand through our web site, accessible with your confidential log-in information. From this secure portal, you can look up annual capital gains and income, the status of investments and download and print documents you’ve provided us, such as wills and powers of attorney. If you need an updated financial overview, we are accessible and ready to provide it to you.
We work in a transparent fashion. All information we provide is net of fees, and accurate cost-basis accounting makes tax time easy. We can even research the unknown cost basis of prior purchases. And if anything isn’t completely clear or straightforward, call us. You will always speak with a team member who is familiar with your situation and can help immediately.