ADVISER CRITERIA

Vetted

We introduce each prospective adviser and obtain and verify three referrals from satisfied clients before approving.

Provide demonstrable expertise 

Our expert advisers must demonstrate expertise based on: leadership in professional associations, published works, education/training and/or experience.

Act professionally 

Our expert advisers must agree to demonstrate exemplary professional conduct in dealings with clients and other professionals.

Demonstrate integrity 

Client interests require honesty and candor, which must not be sacrificed for personal gain.  

Confidentiality 

Recognizing the importance of a trusted relationship, our expert advisers agree not to disclose any confidential client information without the specific consent of the client.