Broker Check

Clients We Serve


TOP QUALITIES OF OUR TYPICAL CLIENTS

  • Some are in the accumulation stage (high potential savings years) of asset growth. Some are in the distribution stage (retirement). And, some are in the later conservation stage (estate planning).
  • Value long-term relationships and recognize that financial goals are not achieved overnight.
  • A willingness to share important and sometimes sensitive details of their lives, goals, aspirations and concerns.
  • Desires broad wealth management strategies and planning that evolves as life unfolds, not just investment management.
  • Experiencing a life transition.
  • Seeking to delegate their financial affairs to a trusted advisor.
  • Has realistic expectations and is enlightened about the realities of market volatility.
  • Planning for “transfer of wealth” from one generation to another.
  • They’re nice people