1200 N. El Dorado Pl
During our first meeting, the Discovery Meeting, our goal is to learn as much about you as possible. Not just account balances, but the things that are truly important to you.
Client after client tell us this experience is like none they've ever had. In fact, we recently had a new client tell us that they felt we learned more about them during the 90 minute meeting than the firm they were currently with ever learned. When we asked why that was, the response was that their "other firm" cared too much about the money and too little about them. The other firm asked questions about their goals, but they didn't take the time to understand the "whys" behind the goals. This is exactly why we developed the Private Client Group.
We think there is more to wealth management than numbers on a page. Let us show you how we think things should work.