Who we serve
Our typical client has the following attributes:
- Pre-retirees looking for support in making retirement planning decisions and values professional guidance
- Business owners preparing for transition or sale of business
- Mid-career professionals wanting to ensure they are on track to achieve their long-term goals
- Young professionals who want to build a successful foundation for the future
- Individuals receiving an inheritance or event creating a financial windfall
- Individuals investing $250,000+ of investable assets
- Willing to share important and sometimes sensitive personal information about themselves, their family and their aspirations for the future
- Living within their means
- Willing to delegate to a trusted advisor
- Being realistic about financial expectations
Our clients seek comprehensive financial planning and goals based solutions, not simply investment management.