FINRA's BrokerCheck Obtain more information about our firm and its financial professionals

Our second opinion service

Our firm’s best advertising is our satisfied clients, and once you’ve experienced the way we approach and manage your financial needs, you may want to recommend us to friends, family members, or colleagues.

We’ve created a special second opinion service to introduce people you recommend to the way we work. It follows the process you will have experienced as a new client, beginning with a Discovery Meeting. Ideally, they’ll see value in our approach and return for an Investment Plan Review that will give us the opportunity to compare their objectives with strategies being used by their current financial advisor.

If we believe we can best serve their needs, we’ll let them know. If not, we’ll make recommendations for other firms that may be a better choice, given their situation. Either way, they will receive a Total Client Profile and a personalized analysis of their current situation that they may bring to their investment advisor.

We offer this service at no cost, and with no obligation, other than the time involved. It’s our way to show appreciation and respect for your referrals, and to treat those who are important to you appropriately.