Our clients come from a diverse array of backgrounds, yet they share a desire to work with an advisor who brings more to the table than standard financial advice. They want a deeper relationship than they can get from a name-brand company or as an account number at other investment firms. This is why they choose to work with us. The majority of our Clients currently have or aspire to have $300,000 to $3 Million in investable assets. Since we are seek long term partnerships with the individuals and families we serve, we are proud of our ? 95% ? client retention rate.
Decisions pertaining to Pension Benefits and Social Security benefits present additional considerations.
