Our Clients

Being in a diverse part of the country, we serve several types of high-net-worth families and individuals, whether it be medical and legal professionals, corporate executives, or successful business owners.  While we are open to all types of clients, we primarily work with those who have $500,000 or more to invest.  No matter the client, we continually strive to help them in their quest toward the continued growth of their investments.

 

Our Relationship

We take a very hands-on approach to learn about you, your wants, and your needs.  By working closely together, we begin the portfolio building process with you at the very center.  Honesty, transparency, and highly attentive service will always be at the forefront of our practice. 

 

Our Meetings

We prefer to meet on a quarterly basis, but our clients and their portfolios determine how often we meet.  At a minimum, we have at least one in-person meeting a year.