Our clients appreciate our knowledge and expertise, but it is our genuine care and concern for them that they value most. Once we agree to work together on your financial future, your goals become our goals.
Most of our clients are financially comfortable retirees and/or successful individuals who have accumulated significant assets. They are conservative-to-moderate risk-takers, and the majority of them were referred to us by another client or professional.
We do have asset minimums, and like most things in life, they’re flexible. Our clients generally come to us with at least $500,000 of investable assets. More important than a dollar amount is whether or not our service model aligns with your needs. We will not work with people for whom we cannot add value.
We maintain open lines of communication with our clients, listening closely to them, helping them to remain focused on their long-term goals, advocating for them every step of the way. Our advisors are proud to serve you as your constant guide and problem-solving partner through all seasons of life.