Our clients are a representation of the diversified communities in which we live and work. While we do not narrow ourselves to a specific niche, we have extensive experience in addressing the unique needs of clients including business owners, single women, physicians, retired and soon to be retired professionals, and emerging professionals. We can make a significant impact on you and your family as well.
We serve high net worth clients with estate planning, tax minimization/efficiency, and wealth protection/transfer issues. These challenges become especially important to address for those with assets exceeding $5 million. We also serve retired clients with assets in between $1 million and $5 million as we help ensure they are managing their retirement effectively. We have many clients that are still working and running businesses. They generally have at least $100,000 in investable assets and are targeting higher retirement goals than the previous generation because of reduced corporate usage of pensions and concerns around the future of social security. Let us guide and educate you as we do them on how to confidently prepare for and navigate through retirement.