We serve people who are looking for growth and income from their investments as well as a long-term relationship with a trusted adviser. Whether individual investors, couples or families, our clients are people who care deeply about their financial future. They have decided to hire an investment professional to help them plan their future and manage their investments, so that they can live their life and have time to do the things they love to do. They also tend to be patient and conservative investors with a long-term perspective and a desire not to spend each day worrying about the ups and downs of the stock market.

We appreciate the opportunity to serve and educate our clients’ families, and our intention is to serve as a trusted adviser to our clients during their entire lifetime as well as for future generations. In order to provide our clients with the personal attention and focus they deserve, we limit the number of families we serve. Our clients typically have, or expect to have, investment assets of $1 million or more. 

 

Professionals & Business Owners

Many of our clients are business owners or professionals such as attorneys, physicians, veterinarians and dentists who tend to have very hectic lifestyles. We have found that they need someone to help organize, plan and manage their financial lives. [read more]

Individuals & Couples Planning for Retirement

We work with individuals and couples who are saving for retirement as well as those who are already retired and looking for a way to finance their retirement lifestyle. We develop a financial plan and construct dividend growth portfolios in both cases, but for clients who are still saving and don’t need the income, we reinvest the dividends. [read more] 

Women

We have found that the women we work with tend to be different from men when it comes to investing. They like the idea of a conservative investment approach that is straight forward and that is designed to generate a growing income stream each year, regardless of what the stock market is doing.  [read more]

 Recipients of Sudden Wealth 

Many of our clients are business owners or professionals such as attorneys, physicians, veterinarians and dentists who tend to have very hectic lifestyles. We have found that they need someone to help organize, plan and manage their financial lives.  [read more]