There are several prominent pharmaceutical firms in the area and, therefore, we serve many executives, engineers and scientists in the industry. They are typically in their 50s and are looking for a more comprehensive advisory relationship, particularly one that combines financial planning and portfolio management.

While they often have a fairly good understanding of their retirement and benefits plan, they see the value in having an advisor who knows their corporate benefits well and can manage all the complexities and address the financial ramifications for them.