top of page
Dedicated to growing and protecting your wealth.
WealthTeam
Every client is assigned a three person team. To learn more about each of our associates, please go to Our Team.
-
A Primary Client Wealth Manager is responsible for your plan, portfolio, and the entire relationship and will primarily communicate and meet with you on these matters.
-
A Support Client Wealth Manager is also assigned to ensure that more than one person understands your unique situation.
-
A Client Service Manager is responsible for all service issues such as account transfers, questions about your statements, checks, documents, and other correspondence.
bottom of page