An overview

of who we serve


Our team primarily works with affluent families and individuals who are retired or nearing retirement. They include executives, professionals, independent women and, of course, retirees. While their financial situations vary, one commonality is their desire to manage and grow their wealth, while mitigating risks such as inflation and taxes.

We apply our extensive knowledge and capabilities to customizing financial strategies that address your needs and concerns. We are very connected to the financial and personal lives of our clients, and pride ourselves on building trusted, long-term relationships.

HANDS-ON
Portfolio management

It results in benefits beyond just having an off-the-shelf investment plan.
HOW IT HELPS YOU