Our Clients
Affluent Individuals & Families
- Your financial situation has grown too complex to manage on your own, or you simply don't have the time or interest.
- You're looking for guidance when it comes to setting financial goals, investing your assets, and securing your financial future.
- You're interested in planning your legacy and providing for loved ones for generations to come.
Inheritors
- You're looking for help managing your money so you can enjoy your new lifestyle responsibly
- You need strategies to minimize taxes on a recent or pending inheritance
- You want to preserve your family's legacy and create generational wealth
Property Sellers
- You're looking for diversification strategies and new investment opportunities
- You need guidance converting a lump-sum payout into planned retirement income
- You want to plan your legacy and distribute your wealth in a tax-efficient manner
Divorced or Widowed
- You're looking for a trusted advocate to help you make important financial decisions
- You need a long-term plan so you can maintain your financial independence
- You want to feel more confident about managing your day-to-day finances on your own
Legal Settlement or Other Windfall
- You're looking for ways to protect your windfall from predators and con artists
- You need to invest money that's currently sitting in checking or savings but don't know where to start
- You want to be intentional about your spending and how you allocate your assets
