- Our wealth management services are designed to be comprehensive and intended for clients with at least $1 million in investment assets.
- Alternatively, in select cases where a prospective client has entered the rapid accumulation phase, our services may also be appropriate. This may apply to some licensed professionals and other business owners who have reinvested heavily in their businesses and now need to diversify separately from their core businesses.
- We invite you to contact us for an initial consultation to explore if we should work together. If we are not the right firm for you, we would be more than happy to refer you to a fee-only firm that may be more appropriate.