Our Clients

We only work with a client when we can add significant value to their financial life. Our clients tell us that by relying on our financial expertise they are able to maintain a quality of life that allows them to spend quality time with their families, focus on their professions, give back to their communities, and pursue other activities that are important to them.

In general, our clients are neither speculative nor high-risk investors. Rather, they seek to prudently grow and protect their assets while managing the risks that abound in today's investment environment. They understand that short-term trends are unpredictable, and instead focus steadfastly on long-term results.

Clients who benefit the most from our services fit the following description:

Attitude

  •  Do not want to have all their eggs in one basket. Seek broad diversification to reduce risk and are not speculators or short-term traders.
  • Are concerned about taxes and want to employ tax-efficient investment and distribution strategies.
  • Seek to optimize their financial situation through a thoughtful, disciplined approach.
  • Use their financial resources to realize their passions and dreams in order to live a meaningful and fulfilling life.
  • Value their time such that they engage a professional to research the economic, regulatory, tax, and legal changes that affect their financial affairs.
  • Want to simplify their lives by partnering long term with a personal wealth manager.
  • Are nice to work with and a pleasure to serve.

Assets

  • Our goal is to work with clients that we can serve the best, which means clients that can benefit from Personal CFO services now or are on track to achieve financial success in the future with the right coaching and guidance.
  • Clients employing our philanthropy and charitable foundation services typically have investable assets over $3,000,000.
  • For Personal CFO services, clients typically have minimum household investable assets over $1,000,000.
  • For Financial Coach services, minimum household investable assets vary by age and career stage, starting from $300,000 for clients in their 50s to $100,000 for clients in their 30s.

Examples

  • Small business owner preparing to exit the business.
  • Farmer/rancher selling land for development.
  • Executive changing jobs.
  • Individual near retirement with a 401k.
  • Divorcee or widow who needs to convert settlement into lifelong income.

 

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