People Who Benefit Most From Our Services

Our mission is to help our clients to make smart decisions about their money so they can accomplish their goals and live their ideal lives. We manage wealth for a limited number of families that we know very well. This enables us to maintain strong relationships and to meet our high standards of personal service.

We provide comprehensive financial planning and investment management services for families with investable assets of $2 million and more. Most of our clients are retired and many are planning to retire in five to ten years. Our clients come from a broad range of backgrounds but share the following characteristics:

  • They prefer to delegate the management of their money to a professional private wealth manager.  They recognize the magnitude of managing their life savings properly and value our experience and expertise in maximizing the likelihood of long-term success in accomplishing their goals.
  • They are friendly, helpful, open-minded and enjoyable to work with.
  • They want a long-term relationship with a trusted professional advisor that is looking out for their best interests and those of their families.
  • They are not do-it-yourself investors, traders or speculators.
  • They are well-respected in the community and very successful in their careers.