Our clients
Our professional wealth management services are ideally designed for long-term oriented clients who are prepared to make a serious commitment to improve their financial affairs. Maintaining a high degree of transparency and educating our clients allows us to offer an experience built, not only upon the principles of professional wealth management, but upon a foundation of trust. Our clients include:
Individuals
- Executives and professionals looking for expert financial assistance
- Pre-retirees and retirees looking to maximize their retirement savings and those seeking guidance on wealth transfers
Corporations and Trusts
- Business owners and self employed professionals at all stages of development
- Entities requiring professional management of their investments and cash balances
Philanthropists and Not-for-profits
- Philanthropists looking to enhance their legacy to chosen charities
- Non-profit organizations requiring investment assistance
