Our clients are busy, financially responsible people who value customized, professional advice. They are entrepreneurs and business owners, young professionals, retirees, and multi-generational families. We especially enjoy working with women who are truly focused on planning for a long and financially sustainable life.
Working on their own career success, running a business, getting ready to sell a business, or have repositioned their lives after working
Open to new ideas and like having choices
Seeking a long-term professional relationship with a financial advisor and want solutions tailored to their personal situation
Patient and have a long-term perspective
Coachable and want to manage their assets and resources intelligently
Committed to taking care of their family and community and have a positive vision of the future
At least $750,000 in existing investable assets
A minimum of $500,000 to invest with us
An annual household income of at least $200,000 if still working