Our clients include successful individuals and their families who are typically three to five years away from retirement or who may already be enjoying their retirement. Although each client is different, with their own unique goals and concerns, there are some common traits, including:
They understand the importance of investing. We want to work with those who have been dedicated to save their money, understand the value of long-term financial goals and want to work with us to stay on track. Our clients have achievable goals, are willing to live within their means, and are good stewards of their wealth.
They want someone to help manage their financial life. We partner with successful individuals who are open and receptive to following our advice and recommendations. We take the time to educate our clients and approach our relationship as a partnership in which we are both actively engaged. At the same time, we want our clients to be able to spend less time on their finances and more time doing what they truly enjoy.