Driven to deliver tremendous value
No one can promise investment returns. Our practice focuses on clients with a farsighted view of their wealth planning and investment management needs. They also appreciate hearing different perspectives and creative strategies to continue to grow their wealth.
- Our clients range in net-worth of $1M to $100M+
- Our clients are healthcare specialists, executives, engineers, retail business owners and manufacturers
- Our team typically engages with clients with complex wealth planning needs and net-worth of at least $3M and a minimum of $1M invested with our team.
- We recognize that we are not a fit for everyone and we don't specialize in everything, but we love connecting people! Therefore, we maintain a wide network of financial planners, accountants, legal advisors and professional contacts to connect you with.
