We have a diverse and interesting clientele that includes corporate executives, widowed/divorced women, 401(k) plans, and multi-generational families. We frequently work with clients who are experiencing life transitions, including retirement, the death of a spouse, sale of a business or divorce.

Most clients have $750,000 or more in investable assets. We are sometimes able to accommodate investors with smaller accounts. Please feel free to inquire. If we aren’t the right fit for you we may be able to suggest other options.

Consistent with our service-rich boutique approach, we have a finite number of clients we can work with. We are taking new clients at this time.