The Offer

Here's a low risk offer : A Cup of Coffee and a Second Opinion 

Are you getting the service you expected with your current advisor?

By appointment, you’re welcome to come in and sit with me for a while, and we can simply chat. We can chat about your portfolio or what your hopes and dreams (or worries) for the future are.  Maybe a bit of both.

You will get a chance to learn about how we work, and if and how we may benefit your situation -- in plain English. That's it!  No "hook" or "catch".  We'll send you on your way to think about it, and then come back if you want to.  If it doesn't feel like a good fit  - you'll decide on your own terms.

Either way, the coffee is on me, and the meeting is at no cost, and no obligation to pursue anything further.