Our Clients

Our clients want a fee-only professional they can trust to help guide them into and through their retirement and make sure their wealth passes properly to the next generation and beyond. Our clients come from many different backgrounds. The common denominator among our clients is that they share our values and appreciate our passionate approach to wealth management.

If you have $1,000,000 or more of investable assets, and find yourself unable to confidently answer any of the following questions, we would be happy to speak with you.

Common Problems We Solve
How much capital do I need to secure my lifestyle?
How do I sell my company and retire?
How much income can I expect from my portfolio?
What type of diversification strategy should I be using?
Am I paying too much in taxes?
Which assets do I use first in retirement and how do I minimize taxes?
How do I transfer my estate to my beneficiaries and avoid probate & taxes?
Are my assets titled properly?
Are my trusts properly funded?
Will my life insurance end up being taxed?
Do I have the right beneficiaries listed on my investment accounts & insurance policies?