Our People We Serve

The clients we serve are as unique as their individual fingerprints, yet they tend to be:

• Successful business owners, professionals, executives and retirees
• People who value honesty and integrity above the highest returns
• People who want professional help managing their wealth so they can focus on more important things like their families and friends, physical and spiritual health, personal and professional goals
• People who are passionate about what they do, and who understand there aren’t any short cuts to a goal worth pursuing
• People who create the future they seek
• Individuals with $1M or more investable assets or a net worth of $3M+