Who We Work With
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. Our years of expertise—combined with a highly personalized level of service—allow us to provide structured and customized financial plans for our clients. Although each client is different, with their own unique goals and concerns, there are some commonalities among them, including:
- You understand the importance of saving. We want to work with those who have made it a point to save their money and 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.
- You want someone to manage your 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.
- You want to be part of a family environment. Although we are well positioned to accept new clients, we have maintained a disciplined growth strategy that allows us to maintain close relationships with our clients, getting to know each of them personally, including their goals and dreams for the future.
These are just a few examples of the traits we look for in clients. Since we make a point to build a relationship with our clients as individuals, we want to work with nice people who can truly benefit from our wisdom and experience.
