Are We a Fit?
Our company strives to pursue deep and long lasting relationships with the clients we serve.
The choice of a wealth manager is based not only on technical competence, but also similar philosophies and compatible personalities.
Before accepting new clients, we make every effort to ascertain that we are a good fit for you, your family and your practice. We work best with prudent, progressive, growth-oriented, positive minded practitioners that allow us to serve them passionately.
We will be able to determine if we should have a relationship through understanding you and your values which brings us to the first step in getting to know you.
The “Are We a Fit Meeting” is an opportunity to meet and get acquainted on a no obligation basis. This meeting will consist of a straightforward confidential conversation, where you will not be asked consider or to engage in anything. Consider it a “smell test” if you will.
The goal of that meeting is to determine if we should have another meeting.
If we mutually agree to move forward, then you will be on your way to making life better and we will detail a plan and a relationship arrangement that will allow us to best serve you.
So what do you have to lose?
Reach out and call, (904) 223-0130, or fill out this form today to begin the process to control your financial future. We would be honored to help you.
Lets get serious about your success. It’s your move.