Concierge Services

(Important Disclaimer)

We strive to be the financial "Sherpa" for our clients. As with the Nepalese mountain climbing guides, we are quite content to do the heavy lifting and guide work on the way up the mountain. From time to time even a good Sherpa can use a little extra help. So that's where our Concierge service comes in.

As with the hotel version, our Concierge is available to dispense with anything out of the ordinary with a cheerful readiness to get things done. Typically the Concierge handles all the little extra's outside of the normal business of financial services. Any time, from any where, our clients can contact us 24-7-365 with any service request at all and we'll see that it gets done! So next time you're half way around the world and you remember you left the iron plugged in, forgot to take the dog to the sitter, or lose your wallet with all your ID, call us and we'll take care of the details and help you relax.

Our Concierge services are organized into two divisions.

Professional Services refer to our partners that provide us with support services pertaining to financial management.

The Personal Choices group is essential to the heart and soul of our being. Wealth management is simply a conduit for better living. The reason for our being is to help our clients live a comfortable and fulfilling life so we've created a directory of service providers that can help with that ultimate objective.

All of the professionals we are referring to are known to us personally and we can vouch for their character and ability. If there is a service provider you think we should know about, please let us know. We want this to be a valuable and reliable directory for our clients, their friends and family.

"We make a living by what we get, and make a life by what we give."