AI Assistant

You may have noticed a small icon in the lower-left corner of every page on our blog. Click or tap on that icon and you'll see our AI Assistant — a tool we built to help you get real answers, faster.

Think of it as having a conversation with a knowledgeable member of our team. Instead of clicking through page after page trying to track down a specific detail, you can simply ask your question in your own words. The Assistant is trained exclusively on the content of this blog and our website — our firm, our services, and the resources we publish — so it can pull together an answer for you rather than just returning a list of pages that might be relevant.

This is meant to work like a smarter search bar, not a replacement for a conversation with your advisor. In addition to the topics covered on this blog, ask things like what services we offer, how our planning process works, or what a particular financial term means, and you'll get a direct, plain-language answer drawn from what's already published on our site. If the answer comes primarily from our website, you may be offered a link to the relevant page on our site.

There are limits worth knowing about. The Assistant can only speak to the general information available on this blog and our website — it does not have access to your accounts, your personal financial details, or your history with our firm, and it is not able to provide individualized investment advice. If your question is about your specific situation, please contact us directly, and a member of our team will be glad to help.