New Clients

We begin all new client relationships with a simple conversation.  We want to hear their concerns, dreams, and questions and begin building a comprehensive plan that addresses their priorities.  In the end, it will come down to investments and cash flow, but most clients are trying to solve other problems, like caring for an aging parent, sending a child off to college, raising financially educated children, or how social media may affect a person or family’s legacy.  Creating a legacy is generally important to wealthy people.  Our role is to help you pursue that legacy and communicate it to the generations that follow.

We offer ongoing education and symposiums that provide education beyond investments.  We provide clients with guidance on the pieces of their financial puzzle they either need or chose not to spend time on.