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Are We a Good Fit?


Our Typical Client

Our typical clients have accumulated $250,000 or more of investable assets or are committed to saving aggressively towards their goals.

Our clients pursue a life supported by financial independence. They don't chase riches. They seek the freedom that money can provide them. Freedom to spend their time doing what they enjoy, with the people they love, on their schedule.

For many clients that means choosing an early retirement to pursue a second career or travel. For our younger clients it means creating memories while their kids are young through travel and sabbaticals.

Of course there can be exceptions - this is a general description of our typical clients.

They also share the following attributes:

Engaged in the Process

Our clients have an interest in improving their financial lives so that they can live their best lives. They are willing to take action steps to implement their financial plans and collaborate with us by sharing information. They are serious about achieving meaningful change in their lives.

Long-Term Oriented

We seek to serve our clients for many years. We are not a transactional business. Our clients desire clarity, insight, and accountability in their financial life. Therefore we aren't chasing the next hot stock or trying to beat the market. We are in the business of matching your assets to your goals.

Prefer to Delegate

Our clients typically have complex financial lives that require an experienced professional to guide them. With increased wealth they recognize the value of having an expert in their corner. They trust our solutions which in turn free up time to pursue their passions.


THAT SOUNDS LIKE ME. I'D LIKE TO LEARN MORE.


sea of sameness


ARE YOU TIRED OF THE SEA OF SAMENESS IN THE FINANCIAL WORLD?


Candid advice that is easy to understand. No industry jargon.

 A point person for your financial life who coordinates rather than competes with your other trusted advisors.

 A relationship based on long-term advice, not sales.

 No suits. No ties. No stuffiness.