RESOURCE dominates our graphics for its many meanings. Investments are only a part of the resources that improve lives. Our clients have many other resources, including their personal abilities to build and enjoy wealth. Personal assets, like homes and vehicles, are also resources for a comfortable lifestyle. The list is limitless.
Our firm has access to many resources that improve the lives of our clients. Therefore, we are a resource for our clients - the place clients come for help with decisions affecting all their resources.
The word RESOURCE in our name is displayed to recognize its importance.
ADVISORY and SERVICES are relationship words, connecting us to our clients. Advice is our primary way to serve clients in managing resources. We are servants, performing many tasks for clients. ADVISORY sets atop SERVICES to illustrate that our service culture supports our advisory methods.
The three interlocking boxes imply relationships. Maturing relationships grow through stages of life. We see successive stages of growth in the boxes. In another sense, the boxes remind us of an upward sloping graph. We want to see our clients’ wealth grow.