Our clients are primarily business owners, professionals, and retirees who place importance on the majority, if not all, of the following:

Relationship and Collaboration

Our clients form a partnership for success with us. They place importance on collaborating with others to achieve their goals and are looking for a team approach to their personal financial planning.

Commitment

Clients often work with us because they have a commitment and desire to make thoughtful decisions and think long-term. They understand that financial planning is a commitment of their time and their planning team’s time so they take an active role in the process.

Planning-oriented

Our clients value ongoing financial planning, not just investment management. They are looking for the value of our advice, not just investment returns.

Generosity

Many of our clients are philanthropically-minded individuals who think big, want to make a difference in the world, and feel the joy of using their wealth, talents, and experience to help others do the same.

Honesty/Trustworthiness

Our clients value those who are honest and trustworthy and exhibit these traits in their own life as well. They are open with us about their goals and dreams and trust us to honor their openness by developing a personal relationship with them, putting their interest first.

Delegation

Our clients believe in the value of trusting in the expertise of professionals and appreciate the candor and advice they receive from them.


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