Our Typical Client

59 years old. Investable assets of $1.4 million. Overcame a major career or life transition.

Our typical client is interested in a partnership. They look to us to navigate the ever changing financial landscape by interpreting all of the conflicting noise and applying it (with a deep understanding) to their specific situation. Many, if not all, have the intellect to manage their finances independently. However, as their resources accumulated, so did the complexity of their life causing the need to add expert counsel. Today, their primary goal is reducing the chance of major loss. Why? Because once you’ve lived through the unimaginable, it becomes wise to visualize another on the horizon. We often hear that the intentionally small number of clients we serve is a major factor in deciding to hire us. Our clients know that we have the capacity, experience and desire to give them the attention they deserve.

Project Description


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