While we do not target a specific type of prospect, most of our clients are affluent families or high-net-worth individuals.  We often help clients with all aspects of their financial health, and we also serve as the point person to coordinate with your other professionals, such as your CPA, estate attorney, insurance specialist, and business manager.  Our goal is to help you coordinate and organize your financial goals and priorities, set your plan in motion, and keep it on track. 

It is important to have someone you can rely on.  That’s why we seek to grow our relationship by being sincere and genuinely want to help you pursue success.  Together, we will build a client service model that emulates your ideal relationship.