Calivas and Jovanovic mission statement:
"Our passion is to deliver exceptional client experiences by consistently committing and devoting ourselves towards achieving our client's unique goals and dreams."
Our mission statement are words that both symbolize and embody the essence and philosophy of our team. We align our disciplines, processes and procedures with each of our clients' goals and needs so that we can assist individuals, families, businesses and organizations to build, manage, preserve and transition their wealth by providing high quality advice for investments, risks, liabilities and estates which represent the cornerstones of our core competencies.