Diligent savers with investable assets of $500,000 or more. Though we do not maintain any hard asset minimums, we believe our services and fees are more appropriate for those who are at or above this asset level.
People who want to delegate all financial planning and investment management to an expert so they can spend more time on things that matter most to them.
“Fifty Plus” Demographic
We do our best work with individuals and couples over age 50 who are focused on retirement or achieving financial independence.
While it may sound cliché, we only work with genuinely nice people with whom we share a mutual respect.
Looking for a Trusted Advisor
Our clients understand that the success of their personal financial goals is too important to be left to chance. They understand the value of receiving the expert guidance we bring.