Insight into who we serve
Our clients represent a wide range of ages and occupations, including technology professionals, corporate executives, business owners, multigenerational families and retirees.
The people we serve are intelligent and successful in their chosen fields, but have neither the time nor the inclination to manage their own investment portfolio. They realize that wealth management is not their area of expertise, and they want to work with an experienced team who will help them make good decisions – or in the case of discretionary accounts – make the decisions for them.
They want to work with a wealth manager that not only delivers exceptional investment management, but who also provides holistic financial planning and highly personalized service.