Stacie E Dore

As we work with our clients, active honest and clear communication is key. We want our clients to understand the process. Everyone should understand not only what investments they have, but why they have these investments, and more importantly, how this portfolio should help them to achieve their financial goals.

Each relationship begins with an understanding of an individual's unique interests, situations and goals. From there, it is necessary to understand what level of risk each individual is willing to accept to achieve these goals. With this knowledge, we create personalized strategies and a plan. Once a plan is created,...