Our CEO and founder, Paul Saganey, believes that since our launch in 1996, the trust between advisor and client has remained the heartbeat of our firm.
Regardless of tech enhancements and new tools, this is a relationship-first business and “the ability to sit across from someone and truly understand their goals, dreams, and fears” has been a crucial component to financial advice since he started in the profession.
To learn more of Paul’s insights on the evolution of the wealth management industry, and how we are preparing for the future, read Gregg Greenberg’s feature for InvestmentNews: https://www.investmentnews.com/rias/features/helping-clients-navigate-a-more-complex-future-254083
