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.