Our clients

We work with a diverse cross section of clients to help them achieve their financial goals.

Our client base includes the following:

  • Corporations

  • Retirees

  • Business executives

  • Business owners

  • Attorneys

  • Physicians

  • Nonprofit organizations

  • Individuals overseeing inherited assets

  • Professionals experiencing transition to a new company, job, or career

  • Individuals going through personal change, such as sale of a home, divorce, or loss of a family member

Our clients range from multi-millionaire retirees needing help generating retirement income, to young professionals looking for a road map to long-term success, to corporations looking to optimize the return they earn on the excess funds they generate.

Our Group can accommodate almost any type of investment account, and some of the accounts our clients hold include:

  • Traditional IRA

  • Roth IRA


  • Simple IRA

  • Individual accounts

  • Trust accounts

  • 401K

  • Corporate accounts

  • Inherited accounts

  • UTMA accounts

  • 529 college savings plans

Because of the unique differences among each of our clients, we adhere to a customized financial planning process, so that each client receives a solution tailored to their specific circumstances.