- We do the right thing, no matter what the cost.
- We always keep our promises.
- We always tell each other the truth.
- We serve the best interest of our clients, ensuring the highest probability of their success.
- We each do whatever is needed to get the job done.
- We encourage expressions of gratitude and joy.
- We honor our profession with our skill and our discipline.
- We continually demonstrate the unique contribution we've made to our clients wealth management efforts.
- We acknowledge errors when they occur and make them right.
- We give deference to one another's unique abilities
- We encourage service, rest and rejuvenation.
- We extend kindness and compassion to all whom we serve.
- We will settle for no less than our very best in the work we do for our clients.
- We are passionate about the pursuit of truth and the knowledge required to do our job.
- We are committed to collaboration with other experts to deliver the best possible solutions.
- We are careful to listen to the hearts of our clients and understand the deeper issues they face.
- We care about how solutions impact all dimensions of life for our clients.
- We are intentional to integrate practical application and truth.