Greg Brissette - How I Work With Clients

How I Work With My Clients

Every potential client is invited to participate in an initial “no cost/no obligation” meeting so that I can better understand your financial goals, as well as your investment experience. Financial recommendations are only made once I have a thorough understanding of a prospective client’s financial goals and tolerance for risk.

I am a firm believer in “choice”. That is, clients should have more than one option to consider in most circumstances. After all, investing can be both long-term as well as strategic (or opportunistic) in nature. Also clients have a choice of working with me on a “fee-based” platform (assets) or a more traditional basis depending on certain criteria. I continually strive to learn and stay up to date on investment and planning strategies as they evolve.

As the financial landscape changes, so do individual needs. Market conditions and client portfolios are checked on a regular basis, and adjustments are sometimes recommended. I also welcome the chance to work with a client’s tax and legal advisors to provide an integrated, comprehensive and professional approach to meeting their planning needs.