Who We Serve

OUR VALUED CLIENTS

We help successful people and their families plan for the life they want to live.
Many of our clients can easily identify with one of the four scenarios below:

Approaching Retirement

Couple on a hike

You are considering, approaching or entering retirement, and feel that it is time to be proactive about planning for a secure financial future. You likely have significant decisions to make around retirement income, social security, pensions, stock options, and legacy intentions, and planning for retirement may seem insurmountable.

Our deep bench of planning talent and our signature process helps you prepare a plan for wealth management and income distribution. We help you understand exactly how much income you will need to live the way you want and develop an income strategy to get you there. We will take the time and make the effort to be fully clear on your values, vision, and goals and help you organize your strategies so you can pursue the life you want to live.

High Net Worth Families

Family on a boat

Managing significant wealth requires a broader perspective to see and mitigate the blind spots others may miss and to seamlessly align and coordinate your financial relationships, to give you the edge you and your family need to enjoy your wealth today, and for generations to come.

Our broader approach includes 1) comprehensive planning that combines advanced investment and risk management strategies, allowing you to invest even more confidently, 2) a disciplined approach that sheds light on how informed tax decisions can reduce the impact on you and your legacy, and 3) multigenerational strategies that help you protect and preserve what you’ve worked so hard for. You will have the benefit of expert planning strategies built specifically around your values, vision, and goals.

Business Owners

Man holding a tablet

You may be at an inflection point, contemplating a business succession plan or the sale of your business, and you are committed to realizing a secure financial future. We provide expert guidance on optimizing the value of your business and transition your business smoothly with a well-designed business succession plan. You may be concerned about tax exposure and liquidity and whether the sale of your business can fully fund your retirement. It’s complex.

We offer a safe place to have a dialog about what may be on your mind–getting you off life’s treadmill, selling or transitioning the business, and getting clarity around your long-term income and financial security.

Facing a Major Life Change

Woman removing a ring

At different junctures in our lives, we face major changes or transitions, financially, professionally, or personally. The death of a loved one, loss of a job, a divorce, or an inheritance, introduce new challenges or circumstances to address. We are here to help you work through the financial complexities of significant life changes. We undertake a detailed and studied review and analysis of the economic impact of your life change and recast your financial plan to align with your new situation.

Collaboration continues with you to monitor and manage the new plan to help you achieve and maintain financial independence.


Financial Representatives do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation.