Our Clients
Dedicated to meeting and exceeding expectations, across market cycles and generations.
Our clients are diverse and include affluent individuals, entrepreneurs, professionals, and their estates, corporations and institutions. They share a set of expectations: growth and preservation of their capital, sophisticated wealth management services on par with those available to large institutional investors, and the pleasure of working with a team that has integrity, shared values and a strong client service focus. Our clients also want to work with true professionals and establish relationships for the long term. They seek investment portfolios geared to meet their changing circumstances as their lives or situations evolve.
Individuals and Families
Sleep well knowing every facet of your financial life is covered.
We're here to help you rest easy with the knowledge that you have an advisor who's committed to doing what's best for you, no matter what. That means getting to know you in a real way - how you think, your attitude towards money, your anxieties, how you work, and how you want your assets to help you live your life in the most enriching way.
Different - right from the start.
Our process is very unique. Our first priority is to listen to you and your family. We take the time to understand your unique situation - your opportunities, your challenges and your hopes and dreams for the future. The value we bring to our clients goes well beyond choosing and managing the right investments. We look into every aspect of your financial picture - from insurance, trusts, taxes, to business valuations and more. We study all forms of risk in your portfolio and help you discover more ways to make the most of your money and your life.
Business Owners/Entrepreneurs
As a small business owner, you know all about hard work and commitment. You've overcome challenges and achieved milestones along the way. It's only natural you want someone with that same understanding when it comes to getting the financial advice and solutions necessary to aid the overall success of your business.
This is where we come in. As entrepreneurs ourselves, we understand the challenges business owners often face and have helped many new, growing and mature businesses succeed.
Most importantly, we recognize that your business is unique. Working with you as a partner in your success, we will take the time to understand your goals and help you address a wide variety of needs, including:
- Asset protection
- Cash management
- Employee retention
- Investment planning
- Insurance
- Financing
- Retirement and succession planning
- Reduced tax consequences
Institutions and Corporations
Helping executives, board members and trustees create legacies for their organizations.
We celebrate the effort, service, and dedication you bring to your organization. As a fiduciary financial advisor for corporations and institutions, we are here to make your life easier and your role even more rewarding. We offer the prudent, unbiased financial guidance you need to advance your organization's missions and goals.
Board members and trustees play an integral role within your organization. We support you by offering education and guidance beyond our core financial services. We work closely with you to ensure your trustees, committee members and advisors are all on the same page, working toward the same goals and objectives. We understand you bring to the table diverse backgrounds, experiences and perspectives. We're here to make sure our advice is always in line with your organization's best interests.
