Our Ideal Clients
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We work with hard-working upper middle class savers who
built wealth over their lifetime by living within their means and providing for their families.
Our typical clients are 55-75 years old. They are either retired or within 10 years of retirement and have saved over $500,000.
Above all else, our clients have many of the characteristics below
Client Characteristics
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Family Oriented
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Friendly
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Open-Minded
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Enjoyable to Work With
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Not Do it Yourself Investors
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Looking for someone to help preserve wealth and not take unnecessary risks.
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Well respected in the community and successful in their careers
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Humble and grateful
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Disciplined savers
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Charitable with time or money
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Conscious delegators
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Looking for an accountability partner
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Want to build a circle of trusted advisors (Financial advisor, CPA, Attorney, Doctor).
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Value financial guidance