Who We Serve

Our clients are individuals and families, typically in their 40s and 50s, with at least $2 million in investment assets. We find that we can especially be helpful if you:

  • Receive executive compensation in the form of stock or stock options
  • Have highly appreciated assets
  • Have significant assets in retirement accounts such as IRAs and 401Ks
  • Recently came into money, such as through inheritance or sale of a business
  • Are charitably inclined
  • Have one or more advisors, yet you don’t have a clear picture of your financial situation or are not getting the planning advice you deserve

This last issue is common among many clients before meeting us. They are disappointed by the lack of care and attention they receive at big-name firms and find our approach as independent advisors to be a refreshing alternative. Please see our process for more about our approach. 


Multigenerational family smiling down at the camera

"Strive not to be a success, but rather to be of value."
— Albert Einstein