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About Our Clientele

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.