Our Clients
Our personalized wealth strategies are suitable for a variety of investors but are specifically designed for:
- Entrepreneurs who require help managing both their personal and business assets and that could benefit from efficient tax planning and investment management strategies.
- Professionals such as lawyers, professors, actuaries, and real estate agents who are looking for personal asset management and a strategic partner for mutual clients.
- Incorporated Professionals such as doctors, dentists and pharmacists who could benefit from unique retirement strategies and other services specific to them.
- Pre-Retirees who are looking to optimize their savings strategy as they approach retirement and plan for their next chapter.
- Corporate Executives looking to diversify their exposure from concentrated holdings in their company’s own stock, exercise equity grants and who could benefit from enhanced retirement planning.
- Affluent Families that have a unique need for intergenerational wealth transfer in a tax efficient manner and legacy preservation.
In addition, we have experience and a particular interest in working with:
- Foundations and Not-for-Profits who are looking for a steward to manage their purpose driven investments that are required to meet strict portfolio guidelines.
- Charitable donors that are looking to pledge assets to organizations that they support or who are considering starting their own foundations.
Above all else, we look to work with people whom we like and trust and who are looking to maintain a long-term business relationship.
