What is our process?
We follow a clearly defined, formalized process that brings discipline to the management of your financial matters, uncovers opportunities available to you, and provides you with exceptional peace of mind.
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Who are our clients?
Our clients are typically 50+ with $500,000 or more per household in financial assets. They tend to be busy people who need a comprehensive financial plan, and want to delegate the day-to-day management of their wealth to a trusted professional.
Before we decide to work together, it’s important to have an in-depth conversation and make sure that we have a good “fit.” We need to be sure that we can add value to your situation, and you need to feel comfortable that we offer what you are looking for.
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