Who We Serve

We care deeply about helping our clients reach their financial goals.  We like to think of ourselves as our client’s “financial coach” and take great pride in knowing that we are making a difference in their lives.  What follows is a list of some of the characteristics that describe our current clients:

• Individuals nearing or in retirement
• Individuals dealing with a major life changing event
• Individuals with a desire to delegate the day-to-day management of their portfolio
• Individuals who desire to be kept informed and educated on an ongoing basis
• Individuals who prefer an academic approach to investing
• Individuals who long for a strategy that makes sense and they can stick to
• Individuals that value an ongoing trusted relationship with an advisor