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Our Services

Relationship Management

More than a financial advisor, you need someone who understands who you are and what you want out of life. In order to provide you with the highest level of service, we offer complimentary relationship management services for all of our clients to help make sure your financial solutions are centered around the things you and your family care about most.


Your Dedicated Partner Through Every Phase of Your Journey


From the very beginning of our relationship, we’ll sit down and discuss your past, present and future to make sure we are all aligned on your needs and goals moving forward. As a boutique family wealth management firm, we value getting to know the more intimate details of your family’s situation because it helps us ensure our services aim to benefit every individual, as well as your entire family unit as a whole.

Your proudest achievements, your lowest moments, your most embarrassing mistakes. We’ll touch on every aspect of your life to gain a better understanding of your strengths and weaknesses. Through this discussion, we’ll be able to pinpoint areas with growth potential, as well as address future scenarios that may affect your ability to protect, maintain and enhance your wealth.

Included with our relationship management services is access to every Gervais Group member so you can remain confident in our services and expertise. Even during implementation of your plan, we’ll check in with you periodically to update you on our progress and educate you on any necessary changes. Through it all, you will have a clear vision of the path that lies ahead, including how each financial decision will affect your family’s future.


Experience Our Premier Client Service Today