Who We Serve

Who We Serve

We provide wealth management services to more than 100 families. Our clients trust us to help them invest over $160 million in assets. The average client tenure is 15 years. Some clients have been with us for over 28 years and are multi-generational. Below are examples of the types of clients we serve.

Business Owners and Entrepreneurs

Business owners wear many hats. They must run the business, grow the business, and make sure that they reach their own financial goals as well. Successful business owners assemble a team of trusted professionals that facilitate keeping it all on track. We take on the quarterback role to that team. We help the business owner with their personal planning as well as guide the company on acquisitions, succession planning and retirement plan selection. Many of our clients started their own businesses from scratch and built them into successful enterprises. We also serve many multigenerational family businesses.

Corporate Executives and Professionals

For corporate executives and professionals, it is all about time. What little time they have, they want to spend it focused on their career and family. These individuals are looking for a trusted partner who can help you manage it all. We ensure that professionals and executives have that time, and they can trust us to handle their finances responsibly and in a timely manner. We work as a team with their attorney and accountant to consolidate their finances and accomplish their goals.

Individuals Transitioning to Retirement

Facing the prospect of retirement is a daunting task. There are several factors to consider including your longevity, rates of return, inflation, etc. Here, we act as your guide. We review your cash flow needs, analyze your personal situation, run retirement scenarios, and determine the optimal strategy to meet your goals.