Who we serve

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IDEAL CLIENT PROFILE QUALITIES SOUGHT

  1. A decision maker for a company sponsored retirement plan.
  2. Desire to build happier and healthier lives aligned with their values and their goals.
  3. Seek a long-term relationship with a trusted advisor
  4. Seek to simplify their lives with one-stop wealth management services
  5. Want children and grandchildren to achieve the best educations.
  6. Seek a secure retirement.
  7. Promptly act on advice.
  8. Have a household income of at least $200,000 or a net worth over 2 million
  9. Happy to refer everyone they know.