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Client Profile

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:

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 30-60
  • Focus on Quality of Life Rather than Quantity from Life

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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