At Boyd Britton and Pope Wealth Management, we believe that effective wealth management is a process, not an event. Our mission is to be a steady and insightful resource, helping clients to accumulate, preserve, organize and structure their wealth in ways that bring meaning to their years of hard work.

Experience tells us to be "goals-based" advisors, which means we do not guide clients with our eyes on arbitrary industry benchmarks. Instead, we take time to look closely at clients and see them as people, not portfolios. To do our jobs well, we want to know what's on a client's mind and in their heart. What are they passionate about? Who are they responsible for? And why have they come to us?

From the outset of each relationship, we help clients explore and prioritize their most cherished goals for themselves and the people they love. By asking questions and listening more than talking, we help clients identify the purpose of their wealth, so that the strategy we formulate can help them feel confident in its pursuit. Rather than being a one-time event, this process continues over time, to address what clients envision in the near future and later, for their children.

In addition to clients' goals, we look for holes in their financial pictures – areas that may have been ignored previously. Most often, they include liabilities, protective components such as insurance, as well as wills, trust documents, or just updating beneficiaries. There are no shortcuts to what we do. Typically, we have several conversations with clients before ever discussing investments. Why? Because we want to be sure that a client is as comfortable with us as we are in developing a plan that reflects their real-world goals and concerns.

From our offices In Baltimore, Washington D.C., Chicago and New York, we deliver proactive and professional guidance in person, by phone, email and WebEx. And as a "first call" for clients, we encourage their questions about any financial issue they have.

Inspired by our clients, we find that many seek financial freedom. Most are quite busy with careers and families. As dedicated stewards of clients' wealth and wishes, we feel privileged to provide the vast resources of a global financial institution and a boutique-like wealth management experience.