Who We Serve

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While the backgrounds and beliefs of our clients are very diverse, here are some qualities and traits of those who we serve, and would like to serve: 

Our clients understand that the success of their retirement is too important to be doing it themselves. They see the value of having expert guidance and are thus open-minded to the advice we bring to them.

Whether it is the sale of a business, a change of employment, a change in marital status, the loss of a loved one or even a lottery winning, we know that life is always faces change and the need to pivot in new directions.  We love helping folks get organized around these matters to make the most thoughtful and reasonable decisions to be best prepared for the next stage.

If you don't have enough time to dedicate to managing your family's financial matters, we provide the extension in serving as your personal go-to professional about financial matters you face. We spend the necessary time to help get clients organized to meet their goals, and put the actions into place.

We have the experience and tools to help clients navigate the path towards retirement, and the  journey in retirement.  There are lots of decision to make, and we synthesize with tools to better answer that question.

While our clients have means, they don't consider themselves to be “rich”. Thanks to a lifetime of diligent saving and hard work they have accumulated wealth of at least $1,000,000 in investable assets. The only way our clients say they are "rich", is the richness of their lives due to time with family, pursuing interests and being good citizens in their communities.

While this might sound cliché.  As independent advisors, we also value the freedom to choose who we work with, and we choose to work with genuinely nice people with whom we share a mutual respect.