Who We Serve

We are dedicated to serving the needs of upper middle income and affluent individuals and their families - located nationwide and abroad - who are focused on building and preserving wealth.

We work with clients representing various vocations and backgrounds in all phases of their life stages.

Because of the customized and comprehensive nature of the services we provide, we have found that our firm is best suited to work with individuals who meet at least one of the following criteria:

• A combined household income over $150K
• Investable assets greater than $350K
• Net worth in excess of $1M.

Although we generally serve individuals with above average annual incomes and net worth, we also recognize the growth potential of certain young professionals and family members of current clients. At The Center, we have the resources to work with these young professionals and extend our services to those individuals whose incomes or net worth do not initially meet our criteria.