I read this article in the WSJ recently about a ninety something year old former physician and what it was like to make house calls; how much the patients appreciated his being there at 3:00 in the morning. And how grateful he was for their appreciation. It reminded me of what the advisory business was […]
Thank you for your continued confidence and trust in me as your financial advisor. I have chosen the Registered Investment Advisory platform because the acceptance of the full fiduciary standard frees the client/advisor relationship from the constraints and agenda of a large financial organization. Client assets, however, will continue to be custodialized and accounted for
A Letter to Clients and Friends Read More »