How We Help
We are a wealth management group that specializes in working with women during times of transition, as well as charitable organizations.
Our approach is built upon understanding, strong relationships, and trust, and we see each and every client relationship as a partnership.
We take a consultative, low-pressure approach to getting to know perspective clients, which you can read about here. Over the course of two to three meetings, we take the time to understand your unique circumstances, goals, and aspirations.
If you decide to work with us, this understanding serves as the basis from which we develop and integrated financial plan that addresses both your long- and short-term financial needs and goals.
Once your plan is in place, you can expect to hear from us regularly so we can address – and anticipate – your needs as your goals and situation evolves.
If you’ve got a portfolio valued at $250,000 or more, and feel Perspective might be a good fit for you, we’d love to hear from you. Please feel free to contact us today to set up a discovery session.