Clients We Serve

We specialize in providing personalized advice and planning strategies to families with investable assets in the $500,000 to $5million range.

Most national brokerage firms disregard these families as too small to provide a high level of time and attention, and won’t take the time to develop a customized wealth management strategy for them. However, we feel these are the exact families that can benefit from our specialized guidance to help ensure that their wealth provides for their families long term needs.

The clients we serve are:

  • Pre-retirees seeking a sound portfolio growth strategy
  • Retirees seeking the comfort and security of a lifetime income strategy
  • Families with accumulated wealth seeking comprehensive wealth preservation and transfer strategies
  • Business Owners and Executives requiring solutions for their complicated financial picture