Referrals and Requests

Clients often ask me to look at situations their friends, or perhaps family, are in. We can evaluate what someone else may be doing that, for some reason, has now gone astray. Or perhaps they’ve outgrown simple investing and are looking for methods to save tax or pass on an estate?

If you pass our name onto someone who needs a second opinion, please know it is done discreetly, with no obligation.

We assure you, when our review is completed they will thank you for the suggestion.

This is how we win most of our business, high quality advice presented to the family after doing the hard work of a good thorough review.