Who We Serve

A Good Fit:

We work with Individuals, families, small business owners, large business owners, private foundations, endowments and corporate retirement plans. Our services are best suited for those with at least $50,000 in investable assets.   Some of our best new clients seem to be those that are experiencing a change in their financial situation.

One thing that my Masters educational training taught me is that there are at least three solutions to every problem /opportunity.  If you are experiencing a change in your life such as retirement, divorce, inheritance, selling a business or just want to talk about your financial situation, the transition should not be unnerving or viewed as a problem. Trust me when I tell you that it is really an opportunity to grow.  I am here to help.