Our clients tend to have more sophisticated and complex financial issues that need to be addressed. While their objectives and issues are very much a reflection on their own personal circumstances, the one thing that most of our clients have in common is that they are currently or they will become wealthy during their lifetime. Simply put, we help our clients to build and manage wealth.
What type of clients do we usually deal with? Here is a partial list:
- Emerging Affluent and High Net Worth;
- Professionals such as doctors, lawyers, engineers, consultants and managers;
- Business owners and the self-employed;
- High Tech industry employees;
- People who are preparing for retirement;
- People affected by a life changing event such as a job loss, a marriage breakdown, or the loss of a loved one.
We help our clients make smart, well-informed financial decisions. Using an integrated financial planning process, we help our clients manage their personal finances so they can spend more time doing what they love.