Dedicated to growing and protecting your wealth.
Offering exceptional service and personal attention is our passion.
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We are independent, fee-based, and objective. Our interests are aligned with yours.
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Communicating proactively is in our blood. We believe in staying in touch.
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We are accessible. No answering machines unless it’s after hours.
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Online access through LPL Financial Client Portal
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Annual Goal Reviews and Risk Reviews. They are key to helping you pursue your goals.
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Client Education Seminars. An educated client is a better client.
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Clients for life. We may not be your first wealth manager; we want to be your last.
*Additional hourly consulting fee may apply. Financial planning offered through LPL Financial.
WealthService
Client Services:
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Online Account Access
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Monthly Statements
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Quarterly Performance Reports
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Conference Calls
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Weekly E-mail Commentaries
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Blog
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LinkedIn and Facebook Page
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Follow us on Twitter
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Armstrong App for smartphone and tablets
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Annual Client Appreciation Picnic
Annual Goal Review
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Annual Risk Review
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Additional phone contacts
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Financial Planning*
Waiver of annual IRA fees for clients with advisory assets under management over $500,000
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Other services on an as-needed basis