High Falls Advisors was formed by a group of financial professionals to provide advice and counsel to individuals and families. All advisors maintain their own practices, and draw on the expertise of the group to manage client affairs and help our clients make necessary financial decisions in a timely fashion.

Each client family is matched by personality and need to a Client Advisor whose job is to learn all about the client family's needs, objectives and concerns and to represent the family in meetings with the experts in each discipline. The Client Advisor acts as an advocate for designated family members and ensures that effective communications occur between all family advisors and members.

Our typical client is mature, financially conservative, and expects frequent face-to-face contact and proactive advice. We work with existing family advisors, when practical, and seek to interpret and enlighten as well as promote timely action in all matters financial.

We use an accounting system that allows us to consolidate family asset/liability reporting, even for areas not under our control -- this approach is the basis in all our decision alternatives. Fee structures range from hourly billing to annual retainers in order to most effectively accommodate each client family. With investment management relationships we may agree to a flat percentage of assets under management.

Ultimately, it comes down to just one thing: person-to-person contact. We replace voice-mail with a "real person" and we allow you to choose the frequency of contact.

• Services at High Falls Advisors