Simply put – people like you. They identify as a parent, grandparent or spouse. While most have enjoyed successful careers as executives, doctors, or business owners, they are often most proud of their achievements out of the office.

Our clients are busy, even in retirement. They acknowledge that time, not money, is the most valuable asset one can possess. They know the value of our role in their life is not measured in portfolio returns, but in the comfort they receive knowing a qualified eye is watching over all aspects of their financial household, even when they aren’t. This means that they have more time to focus on what is most important to them and less time thinking about the details.

Above all, our clients describe themselves as fortunate. Some even admit they cannot believe the amount of wealth they have accumulated. This often leads to the most common question we are asked: What do I do with it all!? That’s why we are here.

But it’s a two-way street. Just as you have a choice to work with a financial professional, we have a choice in who we choose to engage and build a relationship with. In short, we want to work with people who we like to spend time with and are who are an excellent fit for our process and culture.

 

Most importantly, we want to be in your life for a long time. We don’t sell financial plans, nor do we accept one-off engagements. Our client relationships often extend through multiple family generations and span several decades – a testament to the loyalty of those we have the pleasure of working with.

This sounds like me… how do I know if I’m a good fit?

Give us a call! We never charge for an introductory meeting and welcome the chance to introduce ourselves.