Who We Serve
Our services tend to deliver the greatest value to individuals and families who are:
A.
In one of these life stages:
- High-income ($250,000+) with positive cash flow
- Nearing retirement
- Recently retired
Or, recently experienced a significant life event, such as:
- Inheritance
- Change in employment
- Sale of business, real estate, or other asset
- Divorce
+ B.
- Successful and friendly folks who value professional help so they can focus their time and energy on the people and activities they enjoy most.
+ C.
- And, have accumulated investment assets of at least $500,000.