Who We Help
Our clients have typically achieved a significant level of wealth before they contact us. They may have sold a successful business or received an inheritance. Or they may have created their wealth through professional employment and solid saving habits.
Our clients value advice from a firm that does not earn commissions from selling products such as mutual funds or annuities or life insurance. They choose our firm for objective advice delivered as a Registered Independent Advisor with fiduciary responsibility.
What Our Clients Can Expect
Our clients expect to work with an empathic and experienced financial planner – one who takes into account their personal goals, time horizon and risk tolerance. A Relationship Manager that is a Certified Financial Planner® and /or a Chartered Financial Analyst (CFA) who is skilled at working with clients to understand their needs and offer knowledgeable advice.
Our clients feel a responsibility to act as thoughtful stewards of their family’s financial resources. They seek a trusted investment manager who can protect and grow their assets prudently. In general, they want to make smart decisions across all financial domains and they want a wise advisor to keep them on track and to address questions as they arise over time.