Clients

We accept accounts of varying sizes; however, most of our clients are high-net-worth individuals, affluent families, and business owners.  We receive many new clients via referrals.

Through quarterly meetings, we address any new needs you have or changing situations you are facing.  During this time, we update your records for changes, assess risk tolerance, discuss portfolio adjustments, review any insurance and estate planning needs, and tend to other financial issues as needed.  This way we can help ensure your risk tolerance and other financial information is aligned with your investment goals.

By the end of these meetings, we want to make sure you understand your investments and have a plan for your future.