Many of our clients have been with us from the very beginning. We have developed deep relationships with them and in some instances now serve several generations of their families. They run the gamut from retirees to physicians, attorneys to CPAs, and teachers to preachers.

They are good people who are focused on their families. Their goals include seeing their kids through college and spending time with their grandchildren. These clients tend to be delegators and know they need help with putting the pieces of their financial plan together.

Our clients are practical people who simply want to be able to maintain a comfortable lifestyle in retirement and pass along some of their financial success to their children. Some want to leave a legacy to their favorite charities.

We strive to have a close and connected relationship with each client. It’s why we limit our practice primarily to those who have at least $500 thousand in investible assets. It’s important that potential clients are a good fit, not only financially, but personally as well – kindness, courtesy and trust are qualities we truly appreciate.