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Our Clients

Many of our clients are in their second half, while some are in their first half and even grown children of our clients. Although our clients come from all walks of life, most all share some common characteristics listed below.

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

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 themselves along the way.

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