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
