Client Profile
In order to maintain the highest level of service our clients deserve, we are very selective with whom we start new relationships with. We believe a financial services firm that maintains a large number of clients compromises the focus clients deserve. We tend to work with hard-working successful individuals and families who are disciplined and responsible in their savings.
You may be a great match for our services if:
You are an individual or family with $1,000,000 or more in investable assets.
You appreciate direct access to your advisor when you need it.
You want an advisor who is constantly working on your behalf to improve your financial situation.
You appreciate an advisor with 16 years of relevant experience.
You value long term relationships and an advisor who plans to work for the next 30 years.
