Our Clients

Our clients are often busy professionals who are seeking a trusted advisor who can manage their wealth in a smarter way and provide valuable feedback on important financial decisions. We work with clients across the country and specialize in meeting the particular needs of small business owners, entrepreneurs and other investment professionals. 

In an effort to deliver optimal service, we currently have a minimum investable asset requirement of $1.5 million. Exceptions are made on a case-by-case basis.

In general, our clients are seeking a higher level of wealth management, including:

• A proactive and holistic approach to their financial well-being that includes more than just investing.

• A sensible solution to the many unproductive and costly investment strategies promoted by Wall Street.

• A relationship with an independent advisor built on refreshing transparency and trust.

• Tailor-made solutions designed to limit your investment risk and taxes.

• Access to low-cost institutional funds that are not available to most investors.

• Confidence that their hard-earned money is being invested in a consistent and disciplined manner that aligns with their needs.