Who We Serve

We serve a diverse group of individuals and institutions that share the common need for expert financial advice on matters beyond just their investment portfolio. Oftentimes clients come to us while in a life transition – retirement, selling a business, or going through a divorce. Other times they are simply looking for a more comprehensive approach and review of their current planning. Our clients include individuals at or near retirement, business owners, corporate executives, women who have recently divorced or lost a spouse, doctors, individuals that have received a substantial inheritance, and stewards of family, charitable, and corporate wealth.

We have discovered some general themes among the clients we serve. While all our clients provide us with direction on goals and are the ultimate decision makers on the direction their wealth will take, they usually have little desire to manage their day-to-day financial affairs. Many are delegators who appreciate our big-picture approach and attention to detail that allows them to spend their time more productively. Clients who are new to managing wealth appreciate our educational approach and lack of jargon when explaining their options. In the end, all of our clients appreciate the trust that they are able to put in us to do what is best for them.