Why Choose Us

Most of our clients already had financial service providers when we met. Many have asked, “What makes you different?”

WE OFFER WORLD CLASS ADVICE WITH A LOCAL APPROACH

We understand that each client has many options when it comes to choosing investments and insurance. Therefore we believe that is helpful for our clients to have an independent, disciplined and objective partner who delivers advice based on an intimate understanding of their needs and objectives.

A FEW OF OUR DIFFERENCES

  • We give Independent advice
  • We are not captive to any companies’ products
  • We take an educational approach rather than a sales approach
  • We are willing to take the time to understand your goals and needs
  • We take time to explain investment options in detail
  • We provide ongoing review and monitoring of your portfolio
  • We engage in ongoing training and maintain our professional credentials
  • We provide full disclosure of all fees
  • We have local expertise and global resources