Our team serves a variety of clients, including multigenerational households, but our clients do not adhere to specific net worth or income requirements. We accept accounts of varying sizes. 

We seek to get to know and understand our clients, provide them with an opportunity to know us, and learn more about their expectations before creating strategies to help them pursue their goals. We establish an agreed-upon review schedule, with additional follow-up meetings as necessary. Our goal is to gather all pertinent information about our clients, but we do not want to push them, taking into consideration their comfort level. We will also consider outside assets we have been apprised of when providing guidance and in follow-up meetings and reviews.