Many years ago, our team launched its Holistic Wealth Process.  Among other things, it allows us to focus in on key areas of our clients’ financial lives and help ensure that they are well-informed when it comes to important and impactful decisions.  It has also informed event topics, focused our written and recorded communications, and even led to unique and sometimes unexpected questions on meeting agendas; importantly, it has helped us develop more meaningful relationships with our clients.

We provide sophisticated yet understandable advice addressing various aspects of each client's financial wellbeing.  We encourage clients to share their needs and goals for themselves and their families.  We value mutual respect, trust and integrity, honest communication, and confidentiality and are attentive to our clients’ investments, portfolio performance, costs, taxes, and estate plans.  Clients appreciate the work we do for them because we take time to understand them and engage them in our work; that has led to strong relationships across generations.

Interested in connecting with us for the first time?  The King Cruse Bitter Group would like to meet with you and give your financial situation a fresh look.  We look forward to learning about your unique circumstances, goals and preferences and sharing our observations and, as appropriate, recommendations. 

Our first meeting is about getting to know each other; we will spend much of the time asking questions, listening, and learning.  We will gather detailed information about your needs, goals, and preferences, and create a customized, comprehensive strategy for you.  In a follow-up meeting, we will walk you through your comprehensive strategy document and answer your questions.  If we determine that we can make a meaningful difference to your situation and are a great fit for your needs, we'll then explore working together.  (In some cases, we find that no changes are necessary to what you have been doing: continue doing what has been working for you!)

The graphic, above, helps to provide a framework for financial decision-making.  It also represents many of the areas in which we help our clients by providing customized, strategic solutions approproate for their unique needs, goals, and preferences.  Below is a more extensive list of some of the services that our team provides.  When appropriate, we are happy to provide referrals to our network of estate planning attorneys, accountants, healthcare experts, and others!