We leave it up to you to designate how often you would like to hear from us to discuss the general market environment, your portfolio’s performance, and any changes in your wealth management plan. This conversation can be via phone or face-to-face appointment. Many of our clients like to meet monthly or quarterly, but some prefer only once a year. We will be glad to accommodate whichever schedule you prefer. 

Bottom line, we want to get to know you on a personal level, including your children, grandchildren, and other loved ones who may need knowledge of your assets and retirement plan one day in the future. We appreciate our clients keeping us informed of big changes in their lives, such as marriage, births, divorce, and disabilities, so we are able to quickly discuss and make changes to their wealth management plans as appropriate.