Our Clients

Like attracts like. Our typical clients are humble, hardworking, discreet, and loyal. Many are independent, divorced or widowed. Some are professionals, executives, or entrepreneurs. Most are with us for decades, or for life.

Many have aging parents or adult children who need help, family cottages or businesses, or other financial priorities which cause them to be focused on much more than their own retirement.

Most are effective delegators who look to us for guidance, and who prefer a smooth, steady ride towards a successful outcome.