"Our services are designed for business owners, wealthy families, executives, professionals, and foundations/non-profits who prefer to work directly with a trusted advisor and team that understands their desire to leave a legacy and grow their wealth. Our custom approach tailors a plan that suitably connects to a network of professionals including specialists in Estate Planning, Trust Structures, Insurance, Business Succession and more — all based on your personal needs and circumstances."
Those with a greater asset base typically need more sophisticated solutions, and it is those individuals who we feel would be a good match for our business. However, investable assets are not the only criteria we seek when characterizing our ideal client. Many of our clients have an interest in their own money, but don't have time to manage it. We want to work with those who truly want help managing their financial life. We are also looking for long-term relationships and want to establish these relationships where we can provide value over many years and generations. Our diverse team can accommodate clients' needs which include, but are not limited to, the following: