Perhaps our biggest attribute is our size. We are a small firm by design. This allows us to tailor each client’s recommendations based on their individual needs, and maintain the high level of service our clients deserve and have come to expect. Your interactions will always be with either Norm or Ryan. You will never be assigned to a junior advisor or an assistant. When you call, you will speak with one of us. When you receive a call or email, it will be from one of us.