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As a result, these clients become responsible for their own well-being by protecting themselves, yet are sure to share with their children that they have a relationship with a financial planner whom they trust – and in many cases they have introduced their children to our firm. In general, we serve three distinct sets of clients:

Family Stewards

Over age 50, married and have strong relationships with their children. They generally have a household net worth between $500K and $4 million.

Accumulators

Generally these households have incomes between $200K and $500K. They are very busy, but desperately want to spend more time with their spouses and children.

Survivors

These clients are generally over the age of 60 and are oftentimes the surviving spouses of a family steward client. In many cases they have never written a check or had any involvement in personal financial matters.