Our Clients



Over the years, we have worked with many different types of people and have found our services fit well with a very specific type of client. Although the list below is not complete, we feel it summarizes the general types of clients we are best suited to serve.

Pre-Retirees and Retirees

Retired individuals drawing income from their own savings and investments.

Professionals

Those individuals who are far too busy to devote the necessary time and energy to their wealth management plans.

Independent business owners

Any individuals who may be considering generating the majority of their retirement capital from the sale or transition of their business. An individual with a relatively complex corporate structure, which may include: an Operating Company, a Holding Company and/or Family Trust.