Our Ideal Client

We love what we do and the value that we can provide to our clients. While we will never turn anyone away, there are certain qualities and characteristics that we prefer.

Our Ideal Client Is:

Trusting

We want to work with people who are looking for a financial advisor who they can truly trust and get to know.

We want to get to know you and your family to help us fully understand your objectives and make sure we are on the same page.

Respectful

We want to work with clients who respect those around them and treat them graciously.

"You can tell a lot about a person by how they treat the help." We want to work with people who appreciate us.

Seeking Value

We want clients who value our opinion and consult with us before any major financial transaction.

We want to be involved to help you make important financial decisions and act as your financial coach.

Practical

We want to work with clients who are realistic about the stock market and investment outcomes.

We want you to understand that we've planned for the long-term and are invested in line with your risk tolerance and investment objectives.