High Net Worth Retirees: The type of people who benefit most from our services are retired, affluent investors seeking a lifelong investment strategy. They are serious about making smart financial decisions. Our ideal clients seek a trusted relationship with a professional advisor to whom they can delegate decisions. Sound estate planning, tax-advantaged investing, and prudent asset management are often top priorities. Generally, they are nice people, and are happy to introduce us to potential clients.
| We Specialize in Serving: |
| (a) Investors over age 60, with investable assets over $750,000 |
| (b) Family Offices with investable assets over $5,000,000 |