Who We Can Help

Our current clientele include the following:

  • Individuals and corporations
  • People who share our investment philosophy
  • People who want to delegate the day-to-day investment decisions to professionals
  • Successful and busy executives looking to enhance the growth of their wealth
  • Busy professionals who desire assistance with their personal assets and professional corporate assets
  • Business owners who need help managing their personal and business assets
  • Pre-retirees who want to make the most of retirement savings as they approach retirement
  • Widows or widowers and seniors who recently lost their key financial decision maker and desire some formal assistance in the administration of their wealth
  • Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner