• Our Clients

    Our best relationships involve people who desire to responsibly shepherd their finances. We’re energized by working with people who are motivated to make the necessary financial decisions that secure their lives and improve their lifestyle. These are the people who truly value the collaboration in working with an advisory team. Our clients typically have a minimum of at least $500,000 in investable assets and generally fall into one of these categories:


  • AFFLUENT FAMILIES

    Our typical affluent family has investable assets in excess of $1,000,000 which frequently come from earned income, inheritance or the sale of a business. Each person’s emotional response to money varies. While each client’s situation is unique, some top concerns are the possibility of losing wealth, mitigating income taxes and philanthropic opportunities. As stewards of their family wealth, many clients recognize that their family values are an integral part of ongoing asset management and wealth transfer.



  • DYNAMIC PROFESSIONALS

    We work with executives, entrepreneurs and business owners who want to protect and grow their assets. They may have minor children and are interested in saving for their families. As fathers of young children themselves, Jeff and Dan keenly understand the challenges of this stage in life. Though some of these clients presently may not meet our investment minimum, they are committed to growing their assets, protecting their family through risk transfer strategies, saving for their children’s education, providing competitive benefits to their employees, and/or helping aging parents. Yes, this group is dynamic!



  • CLIENTS IN OR NEAR RETIREMENT

    We also specialize in working with retirees and those nearing retirement. Our firm provides wealth management services to advise these clients on tax and investment issues that affect the security of their hard-earned nest eggs. Generally, tax-efficient income planning, capital preservation and estate planning are some of the more common concerns for these clients.