Who We Serve

We serve families spanning coast to coast – California to New York, Boston to Miami. Like us, they represent multiple generations and stages in life. Some are building careers and families, others are the bridge between their adult children and retired parents, and others still are enjoying the retirements they worked to achieve. Among our clients we count medical professionals, business owners, executives and professional athletes.

Though our clients are geographically and occupationally diverse, they share many similarities. Golfing, traveling and family vacationing are popular pastimes – for clients and for us, too. And nearly everyone is concerned with making sure they have enough money to last throughout their retirement, that their principal will be preserved and responsibly invested, and that they will be able to leave a legacy for their family.

They want to work with an advisor who will not only address these goals and concerns but will holistically look at the big picture and develop a plan that encompasses all the important financial matters in their lives.

Along the way, we have developed personal friendships with many of our clients. When we meet, the conversation frequently turns from reviewing their financial plan to what’s been going on with their lives and loved ones, because that’s what all this is really about.