Broker Check

Who Are Our Clients

The Clients We Serve

High net worth families with complex financial planning needs and rising middle class families who are trying to grow their wealth: You may be a blended family or are family stewards. You enjoy living a purpose driven life. Goals, values, purpose and charitable giving are important. Family is extremely important to you. Taking good care of loved ones are your priority. You are savers, accumulators of wealth builders. Wherever you are on your journey, we are here to help manage your financial lives and strive for your unique goals.

Single, married, divorced or widowed women: Thriving professionals, corporate executives and business owners.You have little time, but you are aware you need help managing your financial life and planning for the future. Your goals are to attain financial strength, independence, and live the life you envision. Our goal is to become your trusted financial partner and be there for you when you need us the most. 

Federal, Government, Employees: Your retirement and benefits package stands out in comparison to those offered in the private sector. It’s important to work with a financial partner who understands the intricacies and complexities of your benefits and what you want to accomplish. 

You received a sudden financial windfall: What do you do now? Acquiring sudden wealth can introduce personal and financial challenges, necessitating significant decision-making. Despite its appeal, sudden wealth might induce anxiety, indecision, and fear for those unprepared to adapt or create a plan. Our goal is to assist you in formulating a strategy to navigate through these complexities.



Are You Making the Most of Your 401(k)?

In this ebook, we outline your 401(k) choices and explore critical mistakes to avoid. Download it today

Thank you! Oops!