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What to Expect from Us

We place a high value on our client relationships and we will take care of you like we take care of family. Here is what you can expect in a relationship with us. 

 We will ...  

  • Strive to acquire and maintain a thorough understanding of your financial goals and current situation by committing to contacting you on an ongoing basis via our scheduled quarterly FORM calls. 

  • Follow our quarterly 6-step portfolio review process. This allows us to make the necessary adjustments to your portfolio on a systematic basis. 

  • Schedule an annual strategy and tactical meeting so that we’re always ahead of your next steps as your financial life evolves and updating your Personal Financial Organizer (PFO). 

  • Act as your primary Personal Wealth Manager, coordinating the efforts of other related professionals when appropriate. We can help you save time by referring you to our network of professionals that we’ve already vetted, such as accountants, estate planning attorneys, home & auto insurance providers, and mortgage brokers. 

  • Keep you updated on the markets through our weekly commentary via email. 

  • Do our best to answer our phones with a real, live person between the hours of 8:30am – 4:00pm, Monday through Friday. Outside of those hours, we will get back to you just as soon as we possibly can. 

  • Explain our recommendations in straight-forward language so that you feel empowered to make decisions that are in your best interest. 

  • Treat you with utmost respect and professionalism. 

  • Embody our Southern values of hard work, honesty, and a family-first approach. You will never catch us wearing fancy business suits, ties, or, heaven forbid, cufflinks. 

  • Strive to provide a comfortable office environment where you can talk with real, down-to-earth people who will care for your family for generations to come.

Do you Think We are a Good Fit?

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