Our Client Profile

Who They Are

  • Affluent individuals, families, trusts, and business owners
  • Closely held businesses with $5 to $100 million in annual sales

Common Challenges Our Clients Face

  • More money than time, chronically busy
  • Information overload, too many investment choices
  • Paying too much in taxes
  • Overall plan not integrated

What Our Clients Want from Us

  • Personalized approach 
  • Customized planning 
  • Meaningful communication 
  • Coordinated team approach