Broker Check
 

Our Clients

Many of our clients are in their second half.  Many are in their first half.  Some of our clients are grown children of our clients.  Our clients come from all walks of life, but they all share some common characteristics. Most:

  • Have a professional career or own a small business
  • Are or have been married
  • Have children
  • Care immensely about their family
  • Have passions that transcend work
  • Lead busy lives
  • Have some complexity to their financial affairs
  • Value the guidance that an experienced professional can provide
  • Want to trust an advisor about important decisions
  • Desire greater confidence in their financial decisions

Our clients want to be able to focus on what is most important to them in their second half, and they want their wealth to support that focus. They are motivated to make proactive financial decisions today in hope that they will be better prepared for the future. Our clients like to be educated regarding options, not simply told what to do. Finally, our clients hope to minimize both the time they spend managing their wealth and the many financial stresses that present along the way.