A special group we call our clients

While some advisors set a minimum level of investible assets for clients they will work with, that’s simply not the case here. We welcome in everyone who seeks our help. We know that no matter where you are in life, your goals are as big as others, and your needs are just as important.

Of course, some of our clients do have significant assets and we are well versed in providing experienced advice for managing and preserving their wealth, and building the legacy they desire. We do work with a lot of retirees and widows, which is only natural since St. Simons Island is well known as a great retirement haven. But we also work with their adult children, who have been well schooled in the personal and prudent financial guidance we offer.

We also serve a handful of nonprofits, helping them pursue their worthy missions by investing their funds for the future. It dovetails well with our ongoing commitment to serving our community.

In all, we have to say that all of our clients are good people and we are certainly privileged to make a positive difference in their lives.