Client Promise

  • A clear, personalized wealth plan reviewed regularly and after major life events
  • We use proven strategies tailored to your unique goals
  • Proactive updates so you always know what’s happening
  • Accessible support: in-person and virtual meetings
  • Transparent fees and secure documentation

Communication Rhythm

  • Weekly: Market update email from Michael
  • Monthly: Market commentary by Chief Investment Strategist Brent Joyce
  • Quarterly: Portfolio statements with detailed analysis
  • Event-driven: Timely commentary and interactive calls/video

Review Cadence

  • Annual in-person reviews
  • Ad hoc reviews for major life changes
  • Virtual check-ins anytime

Onboarding & Planning

  • Build your wealth plan
  • Implement portfolio aligned to your goals