- Seek objective investment and/or financial planning advice and personal attention from experienced professionals.
- Often experienced a major financial life event, such as retirement or receiving an inheritance, with financial responsibilities that exceed their level of comfort.
- Are looking for a personal relationship that includes effective communications and timely responses to their requests.
- Recognize the value in delegating responsibility to trusted advisors.
- Normally have a minimum of $1 million of investable assets available for management.
Accounts that we can manage for our clients include: