Why We’re Different
We care first and foremost about our clients success. We spent the time necessary to get to know you and your family in as much detail as possible. Only then can we use our independence, process, knowledge and experience to help you achieve your goals.
We are committed to a lifetime relationship with our clients as financial planning is not a one time exercise and we must adapt to the ever changing environment to have long term success
The financial planning department started with one key concept in 1982. This concept was to have one professional advisor who helped coordinate and integrate all aspects of your financial life. Although much has changed in the world since then, we remain focused on achieving this goal for all of our clients. With our collective experience of over 125 years, we have the knowledge and experience to help.