Broker Check

I am unhappy with my current investments and/or advisor

Client Centered

Our clients don’t like surprises and we suspect that you don't either.  Today's environment is unchartered territory, and you deserve a hands-on professional to guide you.  Every client deserves to have a financial plan that lets them have confidence in their investment strategy.  

What keeps you up at night?  Investment performance?  Are you surprised by the volatility of your portfolio?  Does it feel like your advisor doesn't understand your needs? Are you given the time that you deserve? 

Whatever your reason, we welcome the opportunity to offer you a second opinion on your current investment portfolio and to share with you how we help our clients.

If you are considering working with us or any financial advisor, here are 10 questions that you should ask (and be comfortable with the answers):

10 questions to ask financial advisors

  • Are you a fiduciary?
  • How do you get paid and what are my “all-in” costs?

  • What are your qualifications?

  • How will our relationship work?

  • What's your investment philosophy?

  • What asset allocation will you use?

  • Do you have an investment minimum, and can you help me if I don’t meet that minimum?

  • What communication should I expect from you?

  • Who is your custodian?

  • What tax hit do I face if I invest with you?

Schedule a Meeting