Our Typical Clients
Good People
Firstly, we like working with good people.
Life is short and we enjoy working with whom we share mutual respect.
Deferred Gratification
Our clients tend to be aggressive savers, frugal, and live within their means.
They typically have a investment nest egg of over $2,000,000.
Tax-Sensitive Retirees
Most of our clients are in - or about to be in - retirement.
And because of their years of savings, most have an interest in giving as little of their wealth to the IRS as they need to.
Looking for a Trusted and Competent Advisor
Our clients are looking for a relationship with someone they can trust to help get them where they want to go.