Our Ideal Client

    Our primary goal is to cultivate an exceptional experience through education and collaboration with our clients and their other professionals.  Our Ideal Clients appreciate professional advice and our client-first philosophy.  Most, but not all, tend to be financially conservative, passionate about their work and others, socially active, and fall into one of these three categories:  

    • Individuals & Families, typically in their 40s and 50s, building assets for retirement and college, and/or looking to diversify a concentrated stock position at work

    • Pre- and Post-Retirees, typically in their 50s, 60s, and 70s, in need of an income or wealth transfer plan

    • Small Business Owners looking for tax saving ideas through retirement plan structuring and personal wealth coordination.

    Our Ideal Client has $1m-$5m invested with our firm.  However, we have a selective, Growing Client Program (GCP) for younger clients seeking a Financial Planner to address all areas of their financial life, including how to invest and grow their assets.  Rich and Dennis oversee this program, which they started in 2018. They are very selective on who they work with in this program and limit the capacity of the GCP.

    We are accepting new clients and always willing to meet with potential clients that fit any of the profiles above.