Our clients share a common trait of being intellectual in their own profession and entertain their intellect outside their box of expertise. They are leaders within their community, educating their children in a higher mindset and keep up to date in social familial and intellectual circles. They want more for themselves, their family, for their community and to leave the next generation with more opportunity than they were fortunate to have. 

Our clients tend to have the following financial concerns: 

Saving efficiently while balancing a higher-than-average income.

Employer based Benefits that typically center around a group Long Term Disability coverage being inadequate.

A Retirement Plan contribution cap being too small for their needs.

A systematic plan to take advantage of corporate stock ownership: maximizing Employee Stock Purchase Plan, Restricted Stock Units vesting, Employee Stock Ownership Plan, while diversifying your wealth from your employers’ finances.

Your assets are concentrated primarily in your business or real estate: are you taking advantage of all of the retirement and group benefits accessible to you?

Some of the professions we serve intentionally:

  • Physicians
  • Sales and Finance Professionals
  • Lawyers
  • Professionals growing individual businesses