Our goal is to make your clients grateful that you introduced us.  The vast majority of our clients comes from professional advisor referrals.  We understand how important those relationships are to you, and we work tirelessly to collaborate and communicate with you about our work with your clients.  Our approach ensures that you are aware of the work we’re doing, and you’re able to participate in work that will deepen your client relationships and extend them into subsequent generations.

Involving you in this process helps you build stronger relationships with your clients and their immediate family members, enhancing their loyalty and securing business with the next generation.  We do this by working closely with you to understand their unique needs and then create plans that are tailored to each client.  We do not manage, provide advice on or steward financial assets.  

Send us an email or call us at 603-315-0576 to discuss how we can help your clients have critical conversations with their family about their wealth and their future.

For more concrete examples of the work we do with clients, click here to check out our case studies.