Our ideal client

We focus on providing customized wealth management services tailored to individuals, families, and organizations who not only desire to grow their wealth but also to achieve their financial goals with precision and personalization.

Our ideal clients often include:

Ultra and High Net Worth Individuals & Families: With investable assets typically exceeding $1 million, our clients seek sophisticated, personalized strategies to preserve and enhance their wealth across generations.

Busy Professionals: From doctors and lawyers to executives and entrepreneurs, our clients are professionals who value their time and prefer to entrust their financial management to experts. They seek advisors who can provide comprehensive financial planning, investment management, and ongoing guidance as their careers and financial situations evolve.

Retirees and Pre-Retirees: Individuals planning for or currently in retirement who need expert assistance in managing their retirement funds, ensuring they have a sustainable income stream, and planning for legacy and estate considerations.

Philanthropically Inclined Individuals: Clients looking to integrate charitable giving into their financial and estate planning, seeking both to make a meaningful impact and to optimize tax advantages.

Business Owners: Entrepreneurs and business owners who require assistance with business succession planning, personal wealth management, and strategies to protect and grow both their personal and business assets.

Our Relationship Fit Process

We consider new clients through referrals only.

We work closely with our existing clients & partners and rely on them as part of our Relationship Fit Process (RFP), as they know our practice the best.

We intentionally work with a small client base in-order-to make sure we deliver on the guiding principles of the Client IMPACT System.

Our ideal clients are comprised of founders & business owners, individuals & families, and institutions possessing the financial wherewithal to take advantage of our personalized services & solutions.

We employ a simple but effective process in-order-to determine if there is a great Relationship Fit:

  • The client must have a definable need 
  • We must be able to solve this need
  • The client must be open to the recommended solutions
  • The client must possess the financial wherewithal to adopt these solutions
  • The client’s perspective must align with the team’s culture & outlook

Characteristics of our ideal client

Value Long-Term Relationships: Clients who are looking for a trusted advisor and a lasting partnership, recognizing that achieving significant financial goals is a process that evolves over time.

Engagement in the Wealth Planning Process: Individuals who are proactive about their financial future, seeking not just advice but also education on financial strategies and products.

Openness to Collaboration: Our clients appreciate the importance of a collaborative approach, often involving other professional advisors such as accountants and attorneys to ensure a well rounded wealth management strategy.

Financial Goals and Values Alignment: Clients whose financial goals and personal values align with the strategies we implement, including sustainable and responsible investing, family legacy planning, and philanthropy.

Our commitment to you

We are committed to building personalized, goal-oriented financial strategies for our clients. With a focus on integrity, transparency, and financial responsibility, we strive to deliver exceptional service and meaningful results.

Our ideal client is not defined by wealth alone but by the mutual respect, trust, and commitment we share towards achieving their financial aspirations.