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Total Client Profile

To determine your needs, it is a must that we comprehend your entire financial picture. This goes far beyond specific asset management or estate planning and focuses on your most important values, relationships and lifelong dreams. Uncovering these needs is critical for us to provide you with the best possible wealth management solutions for your particular situation.

The Total Client Profile is our primary tool for fully understanding our clients and is the cornerstone of our consultative approach. It consists of seven categories—only one of which concerns assets—to help ensure that we have a clear idea of who our clients are and the goals and values of most importance.