In our experience, the best client-advisor relationships are the ones that span decades. We believe this is because it is essential for clients and advisors to get to know one another and build relationships based on trust. That said, when we meet, there needs to be good chemistry. You need to be comfortable with us, and we need to be comfortable with you. Once we establish we’re a good fit, you can rest assured we’ll be committed to you and your financial well-being for the long haul.