we help our clients live their life better. lots of folks can invest $'s but not everyone listens - we do. we believe in relationships, trust and loyalty. but we aren't for everyone. we are a tight team and work hard together to make sure everything our clients need and more is done for them thru our skill and objectivity.
we are passionate in our desire to hear what keeps our clients up at night and then do all we can to alleviate those concerns.
our 4 step investment process is geared to ADVANCE AND PROTECT their wealth.
we do all we can to assist clients to discern what their goals are and then help them reach those with every resource we have. and we seek to have fun with each other and with clients in the meantime. b/c if you aren't having fun and you aren't making money - what are you doing it for ??
Tell us a bit about who you are and the people you reach
prospective clients and current clients to give them something they would feel proud to pass on to their friends/associates.
most of our target has an income above $200,000 with a net worth above $500k - but mostly they are folks looking for a relationship with their financial advisor. looking for someone who will listen.
i need a logo that says - this is us. i am seeing the colors blue and green but boy am i open.