Client Profile


Our clients are highly successful in their business and personal lives. They are primarily closely held business owners, executives, professionals and high net worth individuals who want a financial advisor that has the expertise to sit in the center alongside them; helping them design an integrated, comprehensive lifetime plan that is both executed and kept current.
 
Our clients have a strong desire to be organized, but understand time pressures make it difficult to accomplish. They tend to have the following in common: they have accumulated significant assets, love their family, and are interested in and support their community. They often share other concerns as well; such as, the impact of wealth on their family, creditor protection, business continuity, effective charitable giving, the impact of a divorce, asset equalization and taxation.
 
Our clients value long term, trusting relationships with advisors who help them accomplish the objectives that are important to them, their family, business and community. Experience has taught us when personalities connect and trust is earned, clients gain peace of mind that can only come from knowing their affairs are in order and kept up to date. This peace of mind allows them the freedom to create opportunities for their family today as well as for future generations that otherwise, because of uncertainty, would be difficult to do.