The clients we serve encompass a diverse range of generations, occupations, locations and assets. They include business owners and corporate executives, as well as retirees. They are quiet about their success, but enjoy their successful lifestyles.
Our clients want someone to coordinate every aspect of their family’s finances, to simplify their investments, and to make certain their estate plan is in order. We are very connected to the financial and personal lives of our clients, and pride ourselves on building trusted, long-term relationships, often serving two and even three generations of their families.
It has never been our intention to be all things to all people, so purposely staying small has been our ongoing goal. When you work with us, you will be part of an exclusive group of clients who receive all of our focus, expertise and attention.
How do you know if you’re a good fit?
Our ideal clients are:
- People who value expert guidance and recognize that managing their finances is too important to be doing it by themselves.
- People who want an ongoing relationship with a financial professional, rather than a one-time financial plan or advice, and appreciates that such service is not free.
- Nice people. This might sound cliché, but we do our best work with genuinely nice people with whom we share a mutual respect