Getting to know you is not only one of the greatest rewards of the work we do. Our journey together begins with a deep dive Mutual Discovery meeting designed to uncover what’s most important to you and your family. Unsurprisingly, in our more than four decades of service we’ve found that many common themes emerge during our discovery sessions and across the lifespans of our client relationships. These experiences give us valuable insight that informs the short- and long-term strategies we develop together with you. In essence, we tap into the “The Power of We” to help make the most of your wealth.