Ideal Investor Profile

We partner with clients in a variety of financial and life situations:

  • Retired and pre-retired couples and individuals
  • Financially independent individuals
  • Executives
  • Inherited Wealth
  • Business Owners

More specifically, our ideal client relationships are:

  • People who expect a trusted relationship with a financial professional. Our clients have sought out a trusted professional to help them pursue their life goals, not a salesperson who only wants to sell them a product.
  • People who trust us to create and implement a plan that will help them make smart decisions about their wealth. Our clients value our comprehensive approach to wealth management, allowing them to spend more time on living their lives to the fullest and less time worrying about money.
  • People who understand that there are no shortcuts to any place worth going. Our clients have a plan where all areas of their wealth management work in harmony. So regardless of events in the market, life experiences, the economy or the world, our clients can feel confident that they are effectively pursuing their long-term financial goals.
  • People who look beyond their own wealth and want to create wealth transfer strategies or gifting programs for the benefit of their loved ones, passions, and communities. Our clients recognize that there are more important things in life than money. With us as their financial coach, they appreciate our efforts to keep them focused on what is truly important.
  • People who are genuinely nice. Our clients are some of the nicest people we know.
  • People with greater than $500,000 in investable assets. Our business plan is designed for a limited number of select client relationships. This allows us to spend more time helping our community of clients to enhance their quality of life.
  • People who are eager to introduce our practice to others. Our clients realize that our relationship gives them confidence about their current and future financial situation, so they are eager to introduce us to others they care about. If the criteria outlined above describe you, we'd like to meet with you to discuss your financial situation and goals. Please contact us.