Our goal is to serve no more than 150 clients who meet our ideal client profile in order to provide them the personalized service they deserve.

People We Serve Best are People Who:

  • Want a Long-Term Relationship with their Advisor
  • Appreciate the Value of Working with a Professional
  • Will Implement Recommendations Made by a Professional
  • Pay Fees for Advisory Services
  • Are Between the Ages of 30-50
  • Are Comfortable Using Technology and the Internet
  • Focus on Quality of Life Rather than Quantity from Life
  • Will Introduce Us to People Like Themselves

Even though you may not exactly fit our ideal client profile, we are happy to speak with you to determine if it makes sense for us to work together.

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