Those which we have served include business owners, corporations, professionals, foundations, and a variety of individuals requiring skilled financial advisory services.
Our bread and butter clients are typically the following:
- Baby Boomers
- Small Business Owners
- Retired / Affluent
- Rising Millennials (Generation X and Y)
- Single Person Households
- Independent Contractors
Portfolio size ranges from $100,000 to over $5 million. Median portfolio size is $250,000.