Who We Serve
Our practice generally focuses on higher net worth individuals with investable assets of $500,000 or more. Exceptions are made for doctors, professionals and business owners early in their careers as we wish to guide them on their journey to achieving significant financial goals. We are also honored to serve referrals from our clients, often waiving the minimum requirements for their relatives and friends.
In the course of our 25+ year practice, we have developed particular experience working with the spouse or partner and the adult children following the passing of a loved one. When a client faces these difficult circumstances, they can depend on us to provide financial guidance as we strive to make a real, positive difference in the survivors’ lives at a crucial time.