We help affluent families protect and enjoy their wealth. Most of our clients are smart people – they are often rigorous and analytical in their professional lives and expect the same level of focused detail from their investment advisor. Their wealth may include a business, real estate holdings, alternative investments and other assets. They seek a work-optional lifestyle and have accumulated significant wealth to help them enjoy it. One unique feature of our firm is that many of our clients are more technically oriented – engineers, CFOs, scientists, and doctors.
Most are busy corporate executives or business owners with busy lives. Our clients are responsible, realistic and resilient. They have confidence in their own abilities, and they treat others with respect along the way. Many are self-made successful people who are genuinely nice to be around and to work alongside.
We partner with them to identify goals and objectives, and then we create a tailored portfolio to help them make their desires a reality. Clients tell us they want a firm that will pay keen attention to the nuances of their financial lives, and advisors who will take the time to educate them along the way.
