We’re a unique firm that will not turn you away if you don’t have enough investable assets like so many other Financial firms. Some of our clients are Millennials, who are beginning their road toward financial independence. We help them develop and maintain healthy financial habits and teach them to become accountable to their financial goals and dreams. Our main goal is to empower them to handle their finances responsibly.
We serve Emerging Affluent and Affluent individuals and families who are growing in their careers and are high income earners. You enjoy an investable net worth of $50,000-$750,000. Some of you may have not accumulated a lot of investable assets yet outside of your employer retirement plans. You want direction on how to accumulate more investable wealth and are ready to get serious about financial planning, estate planning, education planning, cash-flow and budgeting analysis and retirement planning.
Our High net-worth clientele has over a million dollars of investible assets. Many have become wealthy suddenly as a result of an inheritance, winning a lawsuit or lottery winnings and rolling over their retirement assets in preparation for retirement.. High net-worth clients often have legitimate concerns about how large inheritances might affect their children. Many are seeking more specific direction with estate planning, teaching children financial skills, tax planning, trust options, financial planning, philanthropy and income distribution planning.
On average our household incomes begin at about $120,000 per year. Our clients are retirees, federal & state employees, professionals and entrepreneurs, millennials and women.
Regardless where you are on your journey, our doors are opened to you.
