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FIRM METRICS METHODOLOGIES
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Households Served (Over 1000 Households Served):
This number comes from unique addresses of active clients in our CRM system.
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Client Retention (98%):
Client retention is measured by comparing the number of unique client households at the start of the calendar year to those same households that remain active clients at year-end. This calculation excludes new households that joined during the year to ensure the focus remains on retaining existing relationships. Retention is assessed on a household basis rather than by individual accounts. These numbers ae validated by  Charles Schwab the annual Charles Schwab Benchmarking study.