What To Expect


– Harry and David believe in staying in touch with you. Communication is the foundation of any successful relationship, which is why we strive to personally touch base with every one of our clients each month, whether it be through telephone, e-mail, face-to-face, or even Skype and FaceTime.


– Harry & David understand that investing can be complicated which is why we strive to simplify it as much as possible for you. We are happy to explain something ten different ways, so long as we know that it is helping you to feel comfortable with whatever it is we happen to be recommending for you.


– Harry and David believe in regularly updating your financial plan to ensure that you are on track to achieve your financial goals.


– Harry and David want our clients to feel that they are well looked after and that they are benefiting from working with us – in more ways than just a growing bottom line.


– Harry and David believe in trying to educate our clients as much as possible so that they can understand why we recommend one thing versus another, why their portfolio might be reacting the way it is to economic conditions of the day, etc.


– Harry and David will always provide an honest assessment of your financial situation and we will always explain to you exactly why we recommend something.