Our recommended starting investment size is $250,000. This amount allows our clients to benefit from a well-diversified portfolio and achieve their financial goals more effectively.
Here are the specific types of clients we support:
Clients who are approaching retirement age and are concerned about whether they will have enough money to maintain their desired lifestyle during retirement.
Our firm specializes in retirement planning, portfolio design, and management to ensure that pre-retirees have a clear plan in place and feel confident about their financial future.
Clients who belong to families with multiple generations and have unique financial needs and goals.
Our firm provides comprehensive financial services, including goal planning, estate planning, tax planning, and investments, to help multi-generational families achieve their financial objectives while preserving wealth and passing it on to future generations.
Clients who have already retired and are seeking guidance on how to make the most of their retirement savings.
We assist retirees with portfolio management, investment strategies, and financial planning to help them navigate the complexities of retirement and ensure a comfortable and financially secure lifestyle.
By understanding the specific challenges and pain points of each client segment, we can tailor our services to address their individual needs and help them achieve financial success. Whether it's providing peace of mind in retirement planning, designing personalized portfolios, or navigating complex tax situations, we are dedicated to helping our clients make informed decisions and reach their financial goals.