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"For our own success to be real, it must contribute to the success of others." Eleanor Roosevelt

OUR CLIENTS : WHO WE SERVE

Who Are Our Clients?

We are not a fit for everybody and everybody is not a fit for us.  Our clients typically want or have financial independence and confidence. They are often wondering how to best manage their investment accounts to reach and maintain their long term goals. They want to know if and when they will be able to retire, and when they do retire, will they be able to maintain the same standard of living they have worked so hard to reach. 

We know there are many financial services firms out there. As our practice has grown we've come to realize we have strengths and weaknesses. This knowledge has driven us to focus our efforts on clients we know we can help. We focus on working with the type of clients we have the skill set, the tools, the experience and a long history of success helping.

Our Clients Are Grouped In These Areas

Corporate Executives & Partners

Physicians & Lawyers

Small Business Owners

Financially Independent Retirees

They Want A Financial Plan

A financial plan helps our clients create a timeline to follow to pursue their goals and helps prepare them for the "big events".  Our clients value having a road map to follow, and someone to guide them along.  We provide a financial plan that is reviewed and updated every time we meet with our clients.  Whether you are about to retire, planning for your child's education, or looking to a purchase a second home, an understanding of the projected "what ifs" is imperative to financial confidence.   

Investment Assets

Our investment management service is most appropriate for portfolios over $1 million.

Communicative Relationship

Our clients are willing to take the time to share their personal details, so we know about all the moving parts in their life. We use our financial discovery form to jump start the conversation.  The more detailed the information we have, the better and more specific our recommendations will be.

At the end of the day, we work with people we like, people we enjoy being associated with. We work with our friends.

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