Our Clients - Who We Serve Best

 

Our clients are savers and investors.   They are builders and creators. They are pre-retirees and retirees.   They may be doctors, business owners, executives, or others. Some are young and building their future. Others are already living their financial dreams.   But, the common elements for all are that:

 
Attitudes
  • They have personal wealth that they hope to organize, enjoy, preserve and grow through prudent and intelligent investment and wealth management.   They appreciate the value of technologies and methods to diversify, to monitor, and to adjust when needed.
     
  • They have immediate and lifelong goals that they desire to achieve. They seek and embrace informed strategies for growth, for income, and for managing risk.
     
  • They are busy.   They value their time such that they engage professional advisors to help navigate the complex and changing economic, regulatory, tax, and investment worlds that affect their financial lives.
     
  • They generally are not speculative short term traders - nor are they aggressive risk takers.   Rather, they desire to prudently diversify as they invest their serious capital for long-term results.
     
  • They are concerned about taxes – especially income, gift, and estate taxes. They desire tax-efficient wealth management strategies. 
     
  • They wish to simplify their lives by working with a personal Wealth Manager.
     
  • They desire to live full lives and use their resources to pursue their passions and to live their dreams in a meaningful and fulfilling way.
 
Assets
 
Our goal is to serve those clients whom we can serve best.  
 
Personal CFO Service   This service is designed for clients that generally have investible assets of $1,000,000 or more or those who can be on track to build financial strength with the right coaching or guidance. The Personal CFO Service includes a broad application of wealth management and estate planning tools.
 
Financial Coach Service   This service is designed for those with important financial assets that deserve careful attention, design, strategy, and ongoing monitoring and communication.   Account minimums will vary by age and career stage, ranging from $ 100,000 for younger clients early in their careers to $500,000 for those in their 50’s or better. 
 
 
Examples
  • Medical Professionals.                 Business Owners. 
     
  • Business Professionals.              Business Executives.
     
  • Those changing jobs.                    Retirees.
     
  • Individual nearing retirement with a 401(k), IRA, or other retirement plan.
     
  • Divorcee or widow who needs to protect a settlement – perhaps generating lifetime income.