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Who We Serve

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We serve select individuals and families who want to preserve, diversify and continue to grow their wealth, and small to mid-sized organizations with similar long-term goals.  Attributes common among those we serve include:

  • Appreciation of the hard work and sacrifice involved in the creation of their wealth

  • Prudent balance of continued growth of their wealth while avoiding permanent loss

  • Desire to receive tailored solutions specific to their goals – no “cookie cutters”

  • Access to a range of services and strategies

  • Determination to accept only a “fiduciary standard” in their advisory relationship

 

 

Based on actual client experiences, the following case studies demonstrate how our experience and

process might benefit you: