VISION

At Pratt Collard Buck Advisory Group, we believe every client relationship is a partnership built on trust and focused on the needs of the client. The investment strategies we propose are individualized and based on our 100 years of collective experience. We commit ourselves to meeting our client’s objectives and offering results that are built on providing the highest level of service and expertise to navigate a constantly changing financial environment.

Our clients always come first. Our mission is to work with you and together, create a comfort level and strategy towards financial success. To do this, we operate under the following principles:

• Our high level of service is grounded in trust, integrity, and independence.
• We are committed to looking at all investment opportunities that are of superior quality in order to seek out the best solutions for our clients.
• Communication must be clear and timely.
• To keep pace with the changing financial landscape, we must continue our education in order to offer clients timely strategies and appropriate planning techniques.
• We work together as a team, relying on each member of the group to offer insight and expertise as well as encouraging personal growth.
• Innovation is and will remain part of our financial management strategy.
• We work hard to ensure a service-oriented approach to the financial comfort of our clients.
• We must give something back to the communities in which we live and work.