Broker Check

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 respective services.

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 pursue the lifestyle they want.

Typical services attractive to this type of client: 

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

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:

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

Vigilant pre-retirees

10 years away from retiring, this group is eagerly working to ensure they are financially secure when they do. Even high-income earners want to know what “retired” looks like; not just from a financial standpoint, but also their lifestyle. They want to review all possible options and retire with confidence.

Typical services attractive to this type of client:

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