Discovery Meeting

Because we limit our practice to a select group of clients that we feel we can have the greatest impact, the Discovery Meeting is the first conversation we have with a prospective client to gather the facts we need to evaluate how significant our advice may be.

It is important to be sure that our approach to Wealth Management is the right fit for your current situation.  Over many years of experience we learned that it is too important that both the client and advisor feels confident that the relationship will be mutually beneficial. 

 

 

 

 

 

 

 

 

 

 

 

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