Our Ideal Client

We believe that to develop the long term, value added relationships that benefit most from our comprehensive approach, we must first respect and enjoy the partnership.  Our clients are truly nice people that have come to like and trust us as we earn that respect. In turn, we take a great deal of pride and personal satisfaction from seeing the difference we can make in our clients' lives.

Our clients are realistic about the challenges they face, whether it be their investment returns, their retirement income goals, or their tax issues. They are committed to achieving success and want a trusted advisor to help them get there. At the same time, we are big believers in “balance” along the way. Part of the definition of success for us is to be able to enjoy the journey, for we don't really know where or when it will end. 

Our ideal clients delegate the bulk of their financial details to us, so that they can be enjoying the things that are important to them. We would like to help them manage most, if not all, of their financial assets and help them coordinate many of their legal, tax and personal business affairs. Many of our clients are second or third generation beneficiaries of clients we started with in the early 1980s. We take great pride in the trust demonstrated by those continued family relationships and the referrals of family and friends.

While we don't have a dollar minimum for new clients, those that we can help the most have between $400,000 and $5,000,000 in financial assets. Many of our clients start with less and, as their wealth may grow through savings, investment returns and retirement roll-overs, they get the full benefit of our comprehensive approach.

If you see yourself as someone who can build a trusted advisor relationship based on your shared goals and dreams, you may be an ideal client for our approach. Please review the ‘What We Do” section of this site, and if you believe you can benefit by working with us in any one of those areas, please contact us. We would be happy to set up a no-cost, no-obligation appointment to discuss your situation and how we can help.