Ideal Client

Our ideal clients are:

  • People who are approaching retirement.
  • People who are financially independent.
  • People who are successful small business owners.
  • People who are looking for services beyond just investment guidance. They are also looking for guidance regarding retirement planning, taxation, estate planning, and insurance products.
  • People who are looking for a relationship where they trust their team of financial professionals.
  • People who are ready to take a journey with their team of financial professionals through the ups and downs of the market and the life-changing events that will occur with the pursuit of their financial goals.
  • People who have a long-term perspective on their wealth management program.
  • People who value our services as a competent wealth management team. They actively participate in the process by providing accurate and timely financial data that will lead to a comprehensive financial plan.
  • People who are eager to introduce “ideal clients” to our practice.
  • People who have a minimum of $500,000 in investable assets and have outside assets sufficient to accomplish their goals. If minimum investable assets are not achievable, then $2,500 in annual wealth management fees will be charged for a comprehensive wealth management program.
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