How We Work Together
Bill and Lynne are equal partners in the firm. Bill holds “first line” responsibility for the investment advisory side of the business, and Lynne has primary responsibility for the financial planning side. While Bill attends conferences and seminars focused primarily on investments, and Lynne’s attention turns toward financial planning conferences, as a practical matter we collaborate closely on all matters surrounding our clients’ financial picture.
Because of the in-depth nature of our approach, and because we believe that our clients deserve to have the principals directly and intimately involved with their finances, we can not be all things to all people. Accordingly, we have limited our practice to approximately thirty (30) client relationships. A “client relationship” might include two or three family members and as many as fifteen (15) individual investment accounts. Our clients are assured, accordingly, that they will receive a very high level of personal service from one of the firm’s two principals