In a field that depends so heavily on trust and collaboration, our clients are the best window into our practices and values.
The clients we serve are typically business owners, successful executives or professionals, or high earners in the early stages of accumulating wealth. Some are sophisticated investors, while others are less experienced. But fundamentally, they all tend be down-to-earth people who care about their families and their time more than simply accumulating wealth as an end in itself.
Most people come to us by referral from existing clients. Their reasons vary, but frequently it is because they have experienced or are facing major milestones—retirement, a new job, a move, sale of a business, a divorce, a settlement, the sale of stock options.Whatever the reason, most individuals and families who begin working with us do so because they are attracted to our independent and transparent structure, the high level of attention we pay to each client, and the depth of expertise and experience our team brings to a wide range of wealth management disciplines.