Partnering with high-profile firms for the success of the client.
There are times when law firms need to establish a relationship with a wealth management firm or make informal referrals. As we have collaborated with attorneys in family wealth planning, estate planning and business succession planning, we know the territory.
Law firms approach us because they appreciate the breadth and depth of our knowledge and experience. If they feel the need to refer an elite client to a wealth management firm, the referral has to make them look good and their own high ethical standards must be matched. We live up to their expectations.
“A place where your client feels their entire advisory firm is on their side. Where their goals and interests are a priority. That’s where we will be.”
– Stephen Captain, CFP®, ChFC, CLU – Principal at BCJ