OUR PROCESS
Smart financial planning.
We utilize tools that give us the flexibility to individually identify our clients' short and long term financial goals. We design customized plans that help direct them to save and invest intelligently today so they don't outlive their investments.
Let our advisors sit down with you and develop a personal plan that you are comfortable with.
What You Can Count On.
- A focus on you - your interests always come first
- A committed advisor who is your primary contact and your long-term manager
- A team culture. When you work with us, you're part of our WaterFront family
- We stay in touch. We listen carefully to your needs and concerns
- A responsive support team that can quickly guide and assist you
- A personalized financial plan updated annually that keeps you up to speed on where you are in your financial journey
- An investment strategy built around your specific goals
- At a minimum of four times a year, we'll reach out to talk with you, answer questions, advise as needed, and ask for your feedback.
- Quarterly written reviews of performance compared to the expected return in your personal plan
- Online access and monthly newsletter
