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Our Ideal Client

Our Ideal Clients are AAA Clients which is Attitude, Assets, and Advocacy.

  • We strive to provide you with reliable and responsible services. You can expect us to treat you with honesty,
    respect, and dignity while acting as your fiduciary, always putting your interests first.
  • We make an effort to understand your goals, risk tolerance, and time frame, ensuring we propose strategies
    that suit your needs.
  • We will also update you regularly via email, mail, and phone, and always be prompt and prepared for our
  • We respect your confidential information and expect open and honest communication, responsiveness to
    requests, and commitment to the VISTA Process, mutual trust, and respect.
  • We base our recommendations on the information you provide and expect your full engagement in the
    investment planning process. Our ideal clients, or AAA Clients, are those who have Assets ranging from
    $1,000,000 to $10,000,000, display a positive Attitude, and fully Advocate for our services, often through
    second or third generation referrals. We cherish working with good people who enable us to help them
    achieve their financial goals.

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