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WHO WE SERVE
​We specialize in serving high-income individuals and families who typically fall into at least 1 of these 3 categories:
Financial Transition
We help clients confidently navigate major financial transitions like retirement, inheritances, selling a business or property, or receiving significant stock awards (RSUs). For these important, often complex, life events, clients prefer to partner with our experienced advisors to simplify the process and secure their long-term financial future. After all, a sudden change in financial position is an opportunity to accelerate progress toward long-term goals; seize them.
Working & Saving
The power of compounding interest is why planning and investment strategy are so crucial, particularly during these years. By positioning holdings to capture market gains while also actively protecting against significant downside risk, we help clients pursue long-term financial goals with confidence. Our clients have peace of mind, knowing their hard-earned savings are working efficiently while still minimizing vulnerability to major market downturns.
Enjoying Retirement
Our retired and near-retired clients have committed years of their lives working hard, often sacrificing to reach their goals. They deserve an investment strategy that captures market gains while protecting against downside risk to address their core concerns of wanting continued portfolio growth without jeopardizing their accumulated savings. At a life stage when minimizing significant loss is paramount, our clients enjoy peace of mind and security.
​​Our advisory services are designed for clients with $250,000+ in investable assets, including checking/savings accounts, money market funds, stocks/bonds, brokerage accounts, vested RSU's, IRA's, Roth IRA's, and 401k accounts.
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