Broker Check

Fee-Only Wealth Management for Successful Couples and Individuals

Are we a good fit for each other? If you see yourself in most of the qualities below, we encourage you to contact us for a complimentary discovery meeting to explore your options.

Fee-Only Wealth Management For:

  • Successful couples nearing retirement and wanting financial independence.  Are we ready?  How do we make the most out of retirement?
  • Successful individuals in transition including losing a spouse, inheritance, retirement, career change or divorce.

Pre-Retirees 

Retirees

Professionals

Women

Business Owners

Executives

Passionate About Goals

You realize that achieving your goals requires both money and planning.

Enjoy Simplicity

You enjoy the simplicity and freedom that comes from having all of your financial assets under the watchful eye of a single, trusted advisor.

Focus On What’s Important

You delegate financial matters so you can focus your valuable time and energy on the things in your life that are most important to you.

Net Worth Personality Type

We generally work well with family stewards, independents, phobics, and anonymous personality types. 

Are Successful

You have cash sitting around and are not sure what to do with it. You aren’t sure of the best place to save. You haven’t explored what opportunities you should take advantage of.

Can Handle The Truth

You want to hear the truth from us regarding your financial situation…no matter what.

Have Been Saving or Have the Ability to Grow Your Savings Quickly

Amount of Investable Assets:  Generally, $500,000 to $10 million in investments

Second Opinion Service

Our complimentary second opinion service is available for potential clients who would value a second opinion on their finances from an independent, objective financial advisor. It can provide important insight and perspective and give you the clarity that you have considered all options in providing for those who depend on you.