We’ve found that those who get the most value with us generally meet 1 of 3 criteria:

Net worth greater than $1M
Investable assets exclusive of 401k and pension in excess of $500,000
Annual income greater than $200,000

In our experience, prospective clients with these general characteristics generally have the type of financial needs that we can provide significant value.

We could be a good fit if you:

Prefer to delegate financial matters
Value a professional relationship
Are goal oriented rather than investment performance driven
Embrace a middleclass mindset and a general down-to-earthness

In many cases, new clients come to us when they are experiencing a change or transition such as preparing for retirement, losing a loved one, divorce, or employment change.