CALIFORNIA CONSUMER

Through our thoughtful and disciplined process developed over the last 40 years, the Double Black Diamond Process, we strive to put all the pieces of the financial puzzle together as your life unfolds and your needs evolve. This allows you to focus on Family, a Work Optional Lifestyle, and Recreational Aspirations. 
... We get this question often, and we do not want to oversimplify anything, but it comes down to our people, practice, and process. Our people have incredible experience, but they also have the qualities, skills, and intentions that you would expect from somebody when there is a lifelong and multi-generational relationships at play. We just do not stop there; our practice is rooted in standard operating procedures and practice management that seeks to create a consistent client experience... Our Double Black Diamond Process has been developed and refined over 40 years to put the various pieces of the puzzle together while engaging with your strategic partners to make..

Primary location: Albuquerque United States