Yes – when we act in the portfolio manager capacity, which is the case for our Private Investment Management (PIM) accounts. Jim Gibbons is a PIM Portfolio Manager and, therefore, acts in a fiduciary capacity. However, this is not always the case for standard brokerage accounts. Through our transparent model, we strive to inform clients whether our advisors are working as fiduciaries or not.

Our relationship is ongoing – we provide the services you need on a continuing basis. As new developments arise in your life or your business, we make adjustments to your plan to help you overcome unexpected financial challenges. If you ask a question, we’ll provide you our best, independent advice. If we need to pull in your other professionals, we meet with them. Anything that makes your experience smoother and more successful. In short, we’re here for you.

We begin every initial consultation by getting to know our future clients, thoroughly examining their needs, challenges, and goals.