What kind of financial RELATIONSHIP do you want?
A deep relationship where your wealth manager knows all your moving parts:
- your family; your parents, children, grandchildren, business partners, bosses and all that are close to you.
- your goals and dreams
- your sources of income
- your liabilities
- your plans and where you hope to be in 5, 10, 30 years from now
Our goal is to know every moving part in your financial life. Click here to view how we build MindMaps for our clients, this makes sure everyone is on the same page.
Are you who we are LOOKING FOR?
Click here to see what our clientele looks like.
- Our goal is to focus on those who we have the skills to help.
- They generally have assets of at least $1 million
Our investment management service is most appropriate for portfolios over $1 million.
- Our clients want a personal CFO: somewhere they can turn for all things financial.
Our client interactions typically are via email, and phone. Our regularly scheduled Progress Report meetings are typically done virtually using WebEx, GoToMeeting, SKYPE or Join.me.