Our unique approach to wealth management and its delivery is what clients really enjoy. In order to provide this high-value, high-touch service offering we intentionally limit the number of households we serve so we can be dedicated to you and your family’s needs. Outlined below are the type of clients we do our best work for and are best suited to serve.
1. Pre-Retirees and Retirees
Those entering or already in Retirement have very specific needs and goals.
We specialize in people who are retired or very close to it (typically 10 years or less). This allows us to tailor our service and expertise to the unique needs of retirees. With your income often changing dramatically during this chapter of life, it brings its own set of challenges as well as planning opportunities. We can help navigate this important and exciting time; advising on Social Security, timing and sourcing of withdrawals, and limiting the overall tax drag on your investment income as you draw down assets.
2. Diligent Savers
You’ve saved your entire life, now it’s time to enjoy it.
While our clients don’t always consider themselves to be “rich,” thanks to a lifetime of diligent saving and frugal living they have accumulated investment portfolios of over $750,000. We’ve found that significant savings and investments creates a lot of planning opportunities. Let’s make sure this money lasts throughout your retirement.
3. Nice People
We work with nice people.
This might sound cliché, but we only work with genuinely nice people with whom we share a mutual respect. As a boutique wealth management firm we purposely limit the number of households we serve - these are going to be individuals and families we enjoy working with.
4. Looking for a Trusted Advisor
The value of a good Financial Advisor considerably outweighs the cost.
Our clients understand that the success of their retirement and legacy is too important to be doing it on their own. They know the importance and value of having an experienced advisor on their team. Therefore, our clients tend to delegate and enlist us to help craft and execute their retirement plan.
Unsure our firm is right for you? Not a problem, we still encourage you to reach out. Our goal is to help everyone we connect with find a good solution for their planning needs. If we believe you would be better served with another planner, we can provide referrals.
If this sounds like you, and you’ve saved at least $750,000 towards retirement, then…
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