WHO WE SERVE
We specialize in serving affluent individuals and families across the United States who typically fall into at least 1 of these 3 categories:
Financial Transition
We guide clients confidently through major financial transitions like retirement, inheritances, selling a business or property, or receiving significant stock awards (RSUs). For these important life events, clients prefer to partner with us to simplify the process and secure their long-term financial future. After all, a sudden change in financial position is an ideal opportunity to accelerate progress toward your long-term goals while still protecting your wealth.
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 guide clients to 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 nearly-retired clients have committed years of their lives to 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 from former employers.