OUR TYPICAL CLIENT HAS MANY OF THE FOLLOWING ATTRIBUTES

  • Is interested in transferring both their values and their valuables to the next generation (planning for transfer of wealth from one generation to another).

  • Has created wealth and corresponding complexities/opportunity through business ownership (planning for the orderly transfer of the business to new ownership with corresponding exit compensation based on the value of the business enterprise).

  • Is experiencing a sudden windfall, marital division or life transition such as death of a spouse (planning that demands focused attention and in-depth knowledge due to an urgent timeline of events).

  • Has total assets ranging from $2 to over $30 million. Our client minimum for managed investments is typically $1 million in investable assets, however, we recently launched our Emerging Affluent Platform, designed to provide life-event planning and investment management services to high income, high savings millennials working toward early retirement.

  • Values long-term relationships and recognizes that financial goals are not achieved overnight.

  • Is willing to share the important and sometimes sensitive details of their lives, goals, aspirations and concerns.

  • Desires broad wealth¬†management solutions, not just investment management.

  • Is willing to delegate their financial affairs to a trusted advisor.

  • Has realistic expectations and lives within their means.

  • Is in the accumulation stage (high savings years) of asset growth. Or in the distribution stage (retirement). Or, in the later conservation stage (estate planning).