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Our Clients

Our clients are high net worth individuals and couples who are down to earth, practical, smart and successful. They remind me of the Millionaire Next Door. They are not flashy; they don’t waste their money; they are generous, and they do not mind paying for my services.

Our clients have worked their entire lives, and have saved and invested their money over a long period of time. They count on me to handle things for them. Our clients want me to protect what they have saved and to make sure they don’t outlive their money, and for some, we help them plan how to leave their wealth to their children and grandchildren.

Many of our clients have children with special needs which requires additional attention to make sure their housing, estate planning and income needs are addressed.

Our clients are extended family members. We are a small firm on purpose.