We’re energized by working with people who are motivated to make the financial decisions necessary for securing their lives and improving their lifestyle. Our clients value collaborating with an advisory team and generally fall into one of these categories:
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. While each person’s situation is unique, some of the primary areas we address are maintaining income, reducing income taxes, minimizing risk and giving back to the community. As stewards of their family’s wealth, many clients recognize that their family values are an integral part of ongoing asset management and wealth transfer.
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 parents, we keenly understand the financial challenges facing many households. Though some may be just starting to build investment capital, these clients are committed to growing their assets, protecting their family, saving for education and/or caring for aging parents. Yes, it’s a dynamic group – and we enjoy working with you!
Seniors in or near retirement
We also specialize in working with retirees and those nearing retirement. Our firm provides wealth management services to advise on tax and investment issues that affect the security of your hard-earned nest eggs. Generally, these clients need direction in areas such as knowing if and when they can retire, when to take social security, how to protect the capital they’ve accumulated over a lifetime, and how to answer specialized Medicare questions.