Are you taking on new clients, and do you have a minimum account size?

Yes! We’re happy to welcome new clients, typically those with at least $1.5 million in current or expected investable assets.

But more than just numbers, we’re looking for the right fit — because great partnerships make all the difference!

We tend to work best with people who: 

• Have a complex financial situation and could use expert guidance.

• Want to invest wisely for retirement and make smart tax moves.

• Have a positive outlook and realistic expectations.

• Are open and honest about their assets, goals, and concerns

• Are looking for a long-term partner to collaborate with throughout retirement

• Appreciate our time and the expertise we bring to the table.

Above all, we genuinely enjoy our clients and the connections we build with them.  We’re in this for the long haul, and let’s be real — life (and finances) are better when there's trust, good conversation, and a few laughs along the way.

Think we’d be a good fit? Give us a call — we’d love to chat.