Every client has a dedicated Financial Advisor, with access to that financial advisor’s cell phone. Our firm has no call centers – we dislike them as much as you do. We use plenty of software behind the scenes, but it stays behind the scenes.
Clients like this because it makes their life easy. We like it because as we get to know you, we can make better investing and financial decisions for you. In times of euphoria and panic you can reach your dedicated financial advisor for discussion.
Shelburne, VT 05482
Burlington, VT 05401