What does a clock tower mean to you?

We feel a clock tower represents a timeless structure that stays standing through everything life throws at it. Patient, reliable, and permanent. Like the hands of a clock, our strategies are designed to move relentlessly forward, progressing toward your long-term goals at a steady and reliable pace. Your future is extremely important to us, and we want you to feel that we are with you every step of the way.

How does communication work after I become a client?

Designed around asset and comfort level, our meetings range from annually to quarterly. With that said, we are always interacting with clients in between meetings. Our most valued tool is communication, and we feel that it is the most important part of building a strong, long-term relationship with you and your family.