As wealth planners and investment advisors, our goal is to set our clients up for success. We see ourselves as partners. We’re here to support and guide but we’re also here to educate. We do that within our one-to-one interactions with clients. We also strive to educate our clients through seminars and workshops.
As part of our ongoing seminar series, we talk about the pillars of our practice, our philosophy, how we work with clients and some of the strategies that we employ. We also bring in subject matter experts from accountants and lawyers to other healthcare professionals to share their experiences and help bring additional insight to common questions our clients have.
You can view some of our past webinars and sign up for upcoming events below.