Insight into who we serve
Our clients represent a wide range of ages and backgrounds. They have many goals in life and want to know if they are on track, but don’t necessarily have the time or desire to deal with the complexities of managing their own financial affairs. They would much rather spend time with their families and doing the things they enjoy.
They see wealth as a resource that enables them to live their lives and do the things they want, whether it’s traveling, spending time with their family, or supporting the charitable causes they believe in. Our younger clients are working hard to build their businesses, careers and personal wealth, while those in or near retirement want to make their money last and perhaps someday leave a legacy for their loved ones.
In each case, they want to make sure that they are doing the right thing with their money and see the value in working with a trusted advisor who can help them make the decisions that are right for them.
As a result of the loyal, long-standing relationships we have built over the years, we now often serve multiple generations of the same family. The children and grandchildren of our clients have seen firsthand the benefits of having a financial team you can trust – and so naturally they want that for themselves going forward.
Our clients include: