Who We Serve

Our clients come from a variety of professions, faiths, political views, lifestyles, and geographic locations, yet they share the following characteristics.

Our services fit best with clients who have at least $2 million in investment assets or who have a net worth of at least $4-5 million. The below graphic is intended to help you better understand the profile of those who are attracted to the “client – wealth counselor” relationship we provide.

who we serve

As of May 2018