While our clients come from many different backgrounds, they tend to have some things in common:

  • They’re driven by their goals, not the ups and downs of the market. With the 24/7 news cycle, there’s always something to worry about. Our clients understand this, and instead of worrying about the crisis of the day, they count on us to help them remain focused on their long-term plans and on the things they can control.
  • They value transparency. The “Wall Street way” is full of murkiness and conflicts of interest. Our transparent fee schedule allows our clients to know exactly how much they’re paying us, and since we don’t receive income from anybody else, they know that our interests are aligned with theirs.
  • They’re looking for advice, not a sales pitch. Our clients don’t want a financial advisor who is more interested in selling them the next “hot” financial product instead of looking after them. They know that our only product is our advice, and that because we’re fiduciaries, any recommendations we make are in accordance with their best interests.
  • They’re busy. Family, work, charitable and social activities take most of their time. Our clients trust us to provide the guidance they need to take care of their complete financial picture while they focus on what’s most important to them.

Please see below to learn about the types of clients we serve and how we serve them.

We Serve: