Our Clients

 

Individuals

Retirees 

From generating portfolio income to planning out retirement lifestyle feasibility midway through a retirement, we work closely with our retirees to assuage financial fears they may have and give them the confidence to live that next phase in security.

We help business owners with their personal and company retirement planning, as well as thinking through the financial dynamics of selling their business.

Divorcees 

We work with people going through a divorce and help them think through the financial implications of possible settlements and then help them manage the money to minimize the impact on their children and their own well-being.

Attorneys 

Fluctuating annual income, high personal tax rates, and a plethora of insurance policies and firm retirement benefits, we assist attorneys in organizing and maximizing their own financial lives.

Widows and Widowers 

We are accustomed to working with people through life’s challenges including serious illness and death. We help those in this life transition come to an understanding of what they have, what it means, and how to move forward.

Athletes / Entertainers / Elected Officials

We have experience helping professional athletes as well entertainers and elected officials with the wealth management challenges unique to their professions.

Families

Multi-Generational Wealth 

We enjoy coming alongside families who seek to educate the next generations about their wealth, its responsibility, and philanthropy. We work closely with tax attorneys, CPAs, and other advisors to ensure proper administration, tax efficiency, and prudence in their wealth management.

Retired Couples

Our clients who are retired couples use our help to plan out cash flows, investment portfolios, and financial security for two lives in retirement.

Pre-Retired Couples

Many of our clients are navigating the financial waters of paying for higher education costs and ensuring their own realistic retirement. We help them plan for this with savings goals, funding possibilities, and ongoing investment management.

Institutions

Non-Profit Endowments

We assist non-profit organizations in prudent management of their endowments: Investment Policy Statements, Investment Due Diligence, Benchmarking, etc.