Our Clientele

We work with clients who want to engage with an advisory team to assist them with all of their financial planning and investment management needs.  These clients are generally delegators who have embraced working with a fee-only, fiduciary-based advisor who puts their interest first and does not sell commissionable products.

Our primary and predominant category of those we serve are our Wealth Management clients.  These clients generally have a level of complication in their financial affairs which leads to hiring a professional advisory team to assist them.  Wealth Management clients generally have a liquid/investable net worth of $500,000 and above.  Most importantly, they tend to share a belief that money does not give you power or prestige.  Rather, it provides choices in pursuing your life goals and dreams.

When working with our clients, we are "on retainer" to them and encourage active communication regarding all facets of their financial affairs.  We are here to act as advisor, manager, counselor and confidant as they move forward through life.

We also are happy to work with children of clients, as we know that our planning is often multi-generational in nature.  In these situations, we do not enforce our minimum threshold in the way of assets.

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