Broker Check

Who We Serve

Professionals – A large number of our clients are other professionals in the fields of healthcare, law enforcement, entertainment industry and education. These clients have unique investment and financial planning needs.

Delegators – Investors who don’t have the time, inclination or expertise to be intimately involved in the selection of their investments. However they do want to be involved in working with an advisor to create appropriate strategies to build wealth.

Retirees– Investors who need advice in creating income strategies from their investments as well as preserving and eventually transferring their wealth.

Advisors – We enjoy working with your accountant and/or attorney to find the best strategies for your unique financial circumstances.

Small Business Owners – Several of our clients own small businesses. They know it’s of outmost importance to address the future viability of the businesses that have built. These clients are often concerned not only about their current investments but also on how to transition out of their business while leaving a legacy for future generations.


We believe the people who benefit most from our services: 

  1. Are genuinely nice people
  2. Are motivated & serious about making smart decisions about their money  
  3. Want a trusting relationship with a professional financial advisor  
  4. Want to delegate financial decisions to a financial professional so they can plan to pursue the things they love doing 
  5. Are truly passionate about ending all animal suffering and protect wildlife  
  6. Have investable assets exceeding $100,000 
  7. Willing to happily refer others who fit this client profile