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Who We Serve

Our client base is diversified, attracting individuals and families with a variety of goals, priorities and objectives. The majority of our clients can be loosely classified into the following categories, and we’ve outlined our services for each:

Pragmatic professionals

Financially savvy and with varying levels of risk tolerance, these individuals range between 30-45 years old and are seeking to discuss, set and stretch for serious financial and investment goals. They’re seeking guidance on retirement and want direction on what money needs to go where in order to help achieve the lifestyle they want.

Typical services attractive to this type of client: 

  • Annual Financial Planning
  • Company 401K review
  • Investment Management
  • Financial Goal Setting and Planning

Motivated planners

These individuals are motivated by their distinct financial goals and investment potential. They’re balancing personal wealth management portfolios, while also planning for their family’s financial future, potentially with steady college planning efforts.

Typical services attractive to this type of client:

  • Retirement Planning
  • Risk Management
  • Investment Management
  • Cash flow management
  • College Planning

Vigilant pre-retirees

10 years away from retiring, this group is eagerly working to ensure they are financially secure when they do. They want to know what “retired” means; not just from a financial standpoint, but a lifestyle standpoint, too. They’re curious about what they don't know, and what they haven’t thought to ask.

Typical services attractive to this type of client:

  • Retirement planning
  • Future Income Planning
  • Tax planning
  • Estate planning
  • Investment Management