Who We Serve

Our clients are seeking solid financial planning advice with a continual relationship with our firm. They are people with whom we can build a genuine relationship of trust and who are generally nice people.

We specifically focus our wealth planning and investment management services with an exclusive number of clients. Often, our clients come to us when they are at a critical juncture where they need to take action with specific planning decisions, or a desire to be better organized financially.

We appreciate that you have unique financial concerns and we are committed to providing customized financial planning and wealth management advice based on your specific needs. As we reflect on previous client experience, we notice a pattern with the type of clients that work with us. If you identify with any of these qualities below, we welcome the opportunity to discuss working together:

People in Transition

You are fast approaching retirement and need to figure out how to replace your paycheck. You have a healthy nest egg that has accumulated through years of hard work and dedication. You want it to last. You may be the business owner or physician who is getting ready to sell your business or practice or transition out of working a full schedule. You have received an inheritance and want to make smart decisions about your finances.

Families

You are looking for someone to help plan not only for you as an individual but also for your entire family. You want to be remembered well. You want to plan for your children and loved ones. You want each member of your family to live a life of significance. You want someone to know your family—all generations—and keep every generation in mind as planning proceeds. You want to maximize your efforts for the benefit of those you love and the organizations you care about.

Savers

You are the rising professional achiever quietly accumulating wealth. You are the entrepreneur, the business owner, the physician, the family trying to do it right. You have strong earning power. You are an investor and not a trader. You want to grow and protect your wealth. You want to make sure you are making smart decisions about your money and your life, and that you aren't missing the blindspots. You understand that it's also about making great memories along the way.