The Good People we’re proud to serve
Our clients represent a wide range of ages and occupations. Some are in or near retirement, while others are energetic entrepreneurs and professionals such as doctors, accountants and attorneys. We also serve a specialized niche of insurance professionals and captive insurance companies.
Many of our clients come from middle-class working families, so they know and appreciate the value of working hard. They value their leisure time as well and being able to relax and do the things they love, whether it’s fishing, golfing, ballroom dancing, playing with their pets or spending time with their family.
While our clients are intelligent people and could manage their financial affairs on their own, they choose to delegate it to a well-qualified team. It’s a role we’re proud to fill.