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We serve successfulindividuals, families

and companies

The clients we serve include affluent individuals who are either retired or approaching retirement. They are or may have been corporate employees or small business owners. We also work with companies on establishing and managing their retirement plans.

By the very nature of our clients’ challenging careers or business dealings, those who are still working find themselves too busy to manage their investments on their own, but want to work with an experienced financial team that can simplify their financial planning and customize a portfolio that fits their objectives.

We take pride in the fact that our clients are more financially savvy than the average investor due in part to our educational efforts and commitment to keep them informed.

Our clients like to be involved in their financial lives, yet tend to be good delegators and don’t want to micromanage every decision. They respect the expertise we bring to the table and know we have their best interest at heart.

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