Clients

Our clients are individuals (professionals, retirees, executives) and businesses who expect excellence and have made a firm commitment to achieving it. They are physicians, surgeons, dentists, business owners, bankers, CPAs, and attorneys who are successful because of their dedication to excellence and their belief in integrity. They are manufacturers, marketers, directors and other executives of growing local businesses. Because our clients are successful, they do not have the time or the inclination to manage their financial affairs on a daily basis. They want to simplify their lives by doing what they do best and delegating to others everything else. Our clients are highly motivated to work with a professional advisor – not a sales representative.