Working with Us

All ESG clients are assigned a client team — a group that includes a Relationship Manager, Senior Client Advisor and a Junior Client Advisor. Each team member brings specific expertise to the group, including accounting, investment management, client service, and personal service.

Each ESG client team works through a three-step implementation process that begins with a comprehensive information intake process. We then analyze your information, looking for economies and opportunities for improvement. Lastly we create a workflow for managing our responsibilities to you and your family.