Financial Advisor

In the realm of investment advice, value is defined by what you receive from your advisory relationship that meets or exceeds your expectations.

Many people, who have achieved success and wealth through their business, have done so with their intellectual capital. What exactly is intellectual capital? This is the sum of the business’ hidden assets, such as its human resources, knowledge, intellectual property, and all of the client and stakeholder relationships that bring immeasurable value to the company.