We value the close and enduring relationships we have with our clients. As a small, family-owned firm, we keep in close touch, delivering attentive service and meticulous wealth management. Every client works directly with the owners.
In order to protect our ability to devote ample time and attention to the people we work with, we limit the number of new clients we take on. We are currently accepting new clients with investable assets of $1 million or more.
Our clients are primarily people who are preparing for or in retirement. Most have a goal of managing their wealth to provide an income after they have stopped working and to leave a legacy to those they love.
