Our Commitment To You
The Power Investment Team offers portfolio guidance through an innovative suite of investment solutions that provide our clients with independent advice on financial, retirement, estate and inter-generational wealth transfer strategies.
Recognizing no two clients are alike we are not tied to any particular set of solutions, strategies, or financial vehicles, our advice is unbiased and always in your best interest. We work with you to gain a deep understanding of your unique financial and personal situation and then incorporate your vision into a comprehensive financial strategy.
Guiding principles are the foundation of our culture and the driver of our business direction. Our goal is to make the client the focus of everything we do and to demonstrate integrity and respect by practicing open, honest communications and fair business practices. Our success is based on trust, respect and valued relationships with our clients and with each other and our ability to access the unified leadership, stability and expertise of the company as a whole.
We endeavor to build positive working relationships with our clients and their families. Our extensive questionnaire and hands on approach enables us to develop a better understanding of your family and business challenges and opportunities. A consultative approach to both personal and business wealth management allows us to appreciate the big and small picture issues. Our goal is to establish long-term relationships with our clients and their families so long-term solutions may be found and applied. We pride ourselves in maintaining our present relationships over long periods of time and look forward to embarking on new relationships for the long term.
