We recognize that we can’t be everything to everybody. That’s why we’ve identified a few common characteristics of those we often work well with.
Does This Sound Like You?
Our clients are typically family-oriented and frequently business owners or executives. They believe in stewardship—a desire to make the most out of the resources they’ve earned or received. Rather than focusing exclusively on the “here and now” and short-term goals, our clients lean toward planning with the goal of establishing a firm foundation for legacy and/or charitable planning out of their “abundance mentality.” They value collaborative relationships built on competence, trust and mutual respect.