The Admirable Individuals We Serve
Our clients represent a diverse group varied in their ages, occupations and lifestyles, yet there are also many similarities. They are genuine human beings exhibiting positive traits such as kindness and humility, and tend to be very responsible with their money.
Many of them are experiencing important transitions in their life, such as securing a new job, entering retirement, receiving an inheritance. Significant events like these naturally make our clients want to focus more closely on their financial situations and future goals. They seek out experienced financial counsel to help guide them at this important juncture.
A majority of our clients also serve as family stewards and want to make sure they are doing the right thing to provide for their loved ones and build a legacy. Since many of our clients are over the age of 50, we also help them clarify what they want out of life once their children leave the nest.
Along the way, we get to know many details about our clients and their families, and build professional relationships that are also personal, connected and meaningful.