Whether you are a client in good standing, another adviser to a client (CPA, JD, Etc.), or we are just meeting, to us you are a "friend of the firm". We love it when clients and their advisers share their MAP relationship with their friends and family, but that is their decision and not ours. Your relationship with us is confidential and held in strictest confidence.
Helping to keep your non-public information private and secure is a top priority. If you are sending emails with your statements, social security number, account numbers, etc. you are taking great risks. Wouldn't it be nice if you could securely share electronic documents with your advisers? Wouldn't it be amazing if this system also served as your digital vault? Time for you to learn about the MAP Vault!
Our reputation is our most treasured asset. Our goal is to under-promise and over-deliver. Your opportunity to be served by a true private wealth management boutique is only a click away.