While you will have a primary relationship with an individual Mainsail advisor, you are actually getting an entire crew. In fact, we make it a point at the outset of every relationship to engage all of our team members in getting to know new clients and the fundamentals of their investment objectives.
Over time, we continue to collaborate on your needs as only a small company can do. You'll be a stranger to no one here, nor will any of us be to you. The service ethic here runs deep and company-wide. What needs to be done for a client is acomplished competently and quickly by whoever is on deck and able to help.
Mainsail staff members are fully on board for working with attorneys, accountants and others who provide you with professional services. Whatever keeps you moving ahead is what counts with us.