Our Process & Clients
We Serve
Our typical client has the following attributes:
- Net worth of at least $2 million
- $1 million or more of investable assets
- Willingness to share important and sometimes sensitive details of
their lives, goals, aspirations and concerns
- Willingness to delegate to a trusted advisor
- Looking for comprehensive solutions, not just investment management
- Experiencing life transition
- Have realistic expectations and live within their means
Confident and consistent, our process is built around four key steps:
