Why Choose Round2It?

"This time, like all times, is a very good one, if we but know what to do with it."

- Ralph Waldo Emerson

 In addition to the fact that we have over 44 years of experience, our people, our process, and the personal attention we provide, positions is to care for your financial needs in a nextraordinary way. How so? Consider our process:


Step One: With every new client, our very first priority is to get to know them – to learn about where they come from and where they want to go. We aim to understand everything about their personal financial circumstances, including short, medium, and long-term goals, investment time horizon, risk tolerance, and lifestyle. We learn about the legacy they want to leave for future generations and about their personal feelings on money. This step is critical because it is impossible to help someone plan for their financial future if we don’t know what they want it to look like. What do you want your financial future to look like?

Step Two: Our next step is to provide our clients with a written plan. This document is a detailed outline of everything they want their money to do for them. It provides a precise analysis of the entire strategy we propose to help them reach their goals. We strongly feel it is our job to know our clients, to make recommendations that suit our clients, and to educate our clients on those recommendations.

Step Three: After a client agrees to our recommendations, we provide ongoing support of uncompromising quality. Not only does every client receive a personal review twice each year, but we monitor all investments on a continual basis. Experience has taught us not to predict the markets, but rather to provide personal service, frequent communication, and to make adjustments based on our insight and the client’s personal wishes.