The beginning of a fruitful relationship.
People are referred to us for any number of reasons by their trusted advisors. Some are less than pleased with the performance of their current investment strategy. They may have outgrown their current advisor. And they often have complex situations or needs to resolve.
Whatever your motivations may be, we’re always amenable to begin a dialogue.
The fact is, for the majority of people who meet with us, Essex can make a substantial difference in the long-term performance and security of their investment strategy. It’s a comprehensive and evolving relationship that helps to guide your financial future.