Who We Serve
Who We Serve
We provide fiduciary, fee-only wealth management services to individuals, families and small businesses.
We specialize in serving those who have at least $250,000 in assets to manage, are retired or within five years of retirement, and are interested in…
- Tax planning (i.e., reducing their lifetime tax bill)
- Charitable giving
- Ensuring their investments are ready for retirement
Our clients share a few traits:
- Diligent savers
- Want to work with a trusted professional
- Genuinely nice and respect us
Who is typically not a client?
- Individuals who spend more than they earn, or struggle with debt
- Day traders or stock pickers looking for a brokerage-type relationship
- Individuals who are unwilling to do the work of implementing our recommendations
When serving these clients, we focus on four key values: competence, coaching, convenience, and continuity. We echo these values in everything we do, from charitable giving to tax planning to wealth management.
