Do I Qualify?
Because we seek to provide a personalized, high-touch service, we are only able to work with a limited number of new clients.
While we generally accept new clients by referral from existing clients or other trusted professionals, we welcome interested parties to contact us directly to inquire about working with our team.
We do not require specific account minimums. Instead, we focus on the long-term potential and fit of each new client relationship.
Based on the size of your portfolio and the complexity of your financial situation, our team will provide a dedicated solution that is appropriate for your needs.
Under $1 million
Foundational financial planning and discretionary investment management
$1 million to $10 million
Enhanced wealth planning and core-satellite investment diversification
$10 million to $100 million and up
Complex financial and estate considerations requiring the most advanced expertise