Over the years, we have found that the introductions we receive from individuals and families we work with are our steadiest source of growth. Maybe that says something about our own marketing skills, but either way, we are grateful for the opportunity to visit with someone whom you think might also benefit from the work we do.
As you know, it has been our preference to focus on a more select group of clients who appreciate a hands on approach at both the investment and wealth advisory level. Growth, one relationship at a time, still matters.
Thank you for the trust and confidence you place in our hands every day.