Unlike larger firms, we don’t have hard and fast minimums. However, there are certain groups of people with whom we have extensive experience and the most productive relationships:
Emergent Wealth Builders
You're focused on a flourishing career and family and want to grow your net worth and investment portfolios, all while striking a balance between responsible savings and an active lifestyle. We can help to identify and organize your priorities, improve cash flow, boost savings and investment accounts, and establish clear tasks and milestones for improvement.
Corporate Executives and Professional Service Providers
Your career is well established and your finances have grown to the point where you need sophisticated advice. We can help to sort through your financial legacy, manage concentrated wealth and risk positions, revisit or help to develop a properly executed estate plan, and address the unforeseen risks and opportunities that often stem from a “too busy” life.
Business Owners and Entrepreneurs
You’ve dedicated your life to building and maintaining a thriving enterprise. Whether a transfer of your business to the next generation is years away or just around the corner, we can help to identify clear succession strategies, diversify your wealth concentration, and minimize adverse tax consequences.
Retirees
You’ve worked hard your entire life and are ready to enjoy the fruits of your labor. We can help you anticipate retirement opportunities and needs, optimize retirement income sources, and create and manage effective estate and charitable giving plans.
