We work with people who are grounded in their perspective and share our values.
We don't require you to have a minimum net worth to work with us, but we are selective in bringing aboard new clients. If you generally identify with the values below, let's have an intro call.
Our Clients Tend to Value:
- Family, however they define it
- Being pleasant to work with
- Professional advice and planning
- Avoiding market timing and stock picking
- Long-term investing
- Having a financially conservative mindset
- Owning or desiring to own real estate
- A commitment to building their wealth