Our Clients

Many of our clients are pre-retirement or retired high-net-worth individuals. They look to us as trusted financial professionals in protecting their investments so they can pursue a more confident and rewarding retirement. Additionally we serve many local small business owners who we help create a plan for the unforeseen.

Of these base clients, most are 55 years or older and have accumulated a high net worth for investing. They are small business owners and individuals that are open minded, willing to listen to different options, and trust our decision making. Their attitudes and outlooks are for an active retirement and our goal is to guide them to a financial life they deserve.