Who We Serve
While we have no minimum asset requirements, we typically serve affluent families, high-net-worth individuals, and small business owners. Additionally, we work with private foundations and not-for-profit organizations.
Our Relationship
When building a relationship with a client, we will first have a meeting to get to know each other and determine if both parties are a good fit. If we decide to move forward, we will then discuss what is important to you, your financial needs, and your investment goals.
What to Expect
When working with us, you can expect a holistic, hard-working team who genuinely wants to help you pursue both your short- and long-term goals. We prefer to meet with clients once a year at minimum in order to review your wealth management plan and investment objectives. We are always available to you and strive to offer the high level of service you expect.