We understand that no two clients are the same.  As such, we will work with you to approach our relationship so it works for both of us.  Some clients prefer to chat weekly, others prefer quarterly, and some annually.  Whenever we do have a meeting, we will analyze your portfolio, take a deep dive into your wealth management plan, and address any questions you may have.  As your needs and goals evolve and change over time, we are here to provide guidance through the ups and downs of markets and economic cycles.