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Client Details

Client Genders


Male clients
50  
Female clients
30  

Current Advisor Assets


Total Assets (AUM)

$35 Million

Total Clients

80

Account Minimum

$1m-$2m

Advisor Overview


Overview

We provide customized wealth management solutions to successful business owners who want to escape the daily rigors of running a business and begin enjoying their personal lives again. We deliver a unique tax-advantaged consultative approach to wealth building and advanced planning.


User uniqueness not available


How do you work with clients?

We offer a five step consultative process to determine all that is important to the business owner and their family. If we determine during the first meeting that we can work together then our team will begin to implement the business, wealth management and advanced plan. We define Wealth Management as: WM= Investment Management + Advanced Planning + Relationship Management


What type of client does the firm serve best?

Our team approach focuses on business owners who would like to plan the eventual exit from their business or the successful transfer to other partners or family members.