EASTPORT QUALITIES

At Eastport we strive to embrace and live up to these qualities every day.
1.  Shared Values – our clients can feel assured that their advisors share the same goals they do.
2. Proven Wisdom – our advisors have the training and knowledge to work out a plan unique to their clients.
3. Family Perspective – our advisors can counsel not just the client but the entire family.
4. Peace of Mind – advisors internalize and convey a healthy perspective on wealth and finances.
5. Competency – clients can be sure our advisors have the qualifications they seek.
6. Curiosity – our advisors show an interest in their clients and their stories.
7. Faithfulness – clients can trust that their advisor is uniquely positioned to speak into their lives in areas where few others can.
8. Security – Our advisors can assure their clients where their financial security lies.
9. Generosity – Generosity breaks the power of money in our lives, allowing us to master money rather than to have money master us. Advisors are qualified to create individualized generosity plans for each client, regardless of the level of their assets.