Broker Check

PROSPECTIVE CLIENT

Thank you for taking time to learn about our firm. Our process begins with an introductory meeting to help each of us determine if working
together will build a successful long-term relationship.  We prefer to have a short profile completed to gain an understanding of where you are
currently while having a conversation about your goals and priorities.   This is the only way to determine if working together is the best option.


Click Here to Download Our Questionnaire

Our firm limits the number of new relationships we build each year to help achieve an exceptional level of client service.   We only begin
working with a new client relationship once we know you are comfortable with our firm and we can be confident in helping you achieve
long-term success.   

Our questionnaire can be returned to us by email, fax or mailed to our Medford office.  If you have any questions please let us know by calling
or emailing us at any time.

Step 1        Goals Identification

During your initial meeting, the wealth advisor will ask various questions to learn more about you and gain a better understanding of your finanicial goals.
 

Step 2        Strategic Planning

We will review your statements and conduct a portfolio analysis on your current investments.  This information will be used to generate a plan that is in line with your goals and objectives.

 Step 3        Strategic Solution

After clearly defining your goals, objectives and risk tolerance, we will create a customized investment strategy tailored to your needs.  Your portfolio is then managed on an ongoing basis by our research team and investment committee.

 

Step 4        Communication

During this stage, we establish your preferred method of communication (phone, email, virtual meetings, webinars, appointments, etc.).  All client account statements/performance reports can be accessible on our website via the client access tab located at the top right.