Who We Serve
Our typical client is someone age 50 plus with $300,000 or more of investable financial assets.
In addition you are likely a good fit if you:
- Prefer to delegate to an expert so you can focus on enjoying retirement.
- Appreciate balanced and experienced advice.
- Value a focus on risk management and prudent growth of capital over "beating the market"
- Want to know your loved ones will be in professional and caring hands.
If this sounds like you, click below to learn more about our new client on-boarding process.