What We Do: Our Approach

People come to us for reasons that may vary considerably.
For example, many need help planning for retirement; others are facing complex decisions about selling their business; and some are grappling with the issues that come with sudden wealth.


Our highly personal approach to client relationships begins with an interactive conversation that may stretch over several meetings.
This comprehensive interaction:

  • Allows us to discuss clients' backgrounds, family, financial circumstances, goals, obstacles, needs -- virtually every aspect of a client's life.
  • Helps us understand the client's personal situation, knowledge that is critical for developing solutions tailored to unique needs.
  • Lays the groundwork for a close, consultative dialogue which provides us with the in-depth knowledge needed to develop precise recommendations.

After examining your situation carefully, we craft a simple, clear game plan designed specifically for you. At Dartmouth, we:

  • Work closely with you to execute our ideas, carefully monitor your financial situation and consult with you as conditions warrant.
  • Are always available for you to call upon as fresh issues arise and encourage periodic meetings - at your convenience, not ours.

 

Our Services

Dartmouth Advisory Services provides personalized wealth management solutions to individuals and families.

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The NFLPA

Jim McGurren is an approved NFLPA financial advisor.

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