We want to hear from you.
You deserve the value of a personal, lasting relationship.
Our commitment to face-to-face relationships, a proven investment approach, the breadth of our products, and the depth of our management are what make a relationship with us so rewarding.
We look forward to working with you to help you achieve your lifelong financial goals.
I am a self-employed professional, looking forward to my retirement dream. As a busy professional, I did not have the time to look after financial affairs and assumed my investment advisor was all I needed. Much to my chagrin, I was not receiving the full benefit of advice. William and his team developed a comprehensive financial plan which simplified the complexities of my situation and updated my plan on a regular basis. For the first time in my life, I now have a financial roadmap, and the peace of mind knowing; I will be okay. As a result, I now can enjoy what is important to my family and me. I am pleased to say that I consider William and his team as part of my family.
JS
Professional & Retiree
I wanted to say thanks again for taking care of me and my finances. Part of my goal this year was to spend it reading books on financial planning so I could get a good handle on it. It’s nice going through the books and being able to say: ‘Will and I put that in place and that in place.’ I’m still learning of course, but a lot of the baby steps are now looked after. I wouldn’t have felt nearly as coherent moving forward with self-employment without your help. I am looking forward to our next steps, and planning for my future goals and retirement
EV
Business Owner & Self-Employed
As a farm family, we are busy dealing with the day to day operation of running the farm, while growing it for our children. If they choose not to carry on, We have a plan for that too, fully funded. Before we met Will and his team, we just assumed things would work out, and that everything would be okay. You see, we have a great accountant, have a lawyer, but no advice in between. For the last seven years, we have worked with Will, and we can now truly focus on farming, and the rest we leave to him and his team. We no longer worry about the unknown, as Will is fully licensed farm adviser and always does the right thing for us. Will also looks after our children. As farmers, we did not have the time to look after financial affairs and assumed our banker was looking after things, however, this was not the case. Will consulted with us and developed a comprehensive financial plan which simplified the complexities of our situation, implemented the well-developed solutions, and meets with us regularly. We take comfort in knowing, that should anything happen to us,he will take care of our loved ones. In closing, his name is William, but we call him Will which is his preference
