Our Simple and Elegant wealth management process

We have a well-structured planning process to help identify and clarify your goals and needs, and customize a comprehensive plan designed to help fulfill them. Here is a summary of each step we’ll follow.

A Network of Professionals

We have access to a team of professionals with a high level of knowledge and skill in key financial areas who can advise as needed when advanced financial situations arise. We will also work closely with your team of carefully selected and trusted local professionals such as your accountant and attorney.

Our office intentionally looks more like a home. It’s designed to allow our clients to feel more comfortable. Many clients will stay awhile when they visit and enjoy a cup of tea or coffee and chat with us about their latest trips or adventures.
Danielle Blunt, CFP®, CDFA®; President, BWS; Financial Advisor, RJFS