Who we do it for

From coast to coast, we work with high-net worth and ultra-high-net-worth individuals and families, small business owners, retirees and pre-retirees, and ambitious young professionals.

What we look for in a client is commitment and collaboration. We like the Olympic motto: Faster. Higher. Stronger. Together.

We begin the new client discovery process with a conversation. We are businesslike. And we ask a lot of questions.

These questions analyze each client’s financial strengths, weaknesses, blind spots and assumptions that – sometimes – have been overlooked or unacknowledged.

Successful wealth accumulation depends, ultimately, on a partnership between advisor and advised. We’re interested in what makes you, your family, co-owners, dependants, tick.

If we can’t discover what that is after a lengthy, personal, no-holds-barred discovery conversation, we’ll walk away. So should you.