Most people decide that they need a financial advisor when they’re within a couple of years of retirement, so it makes sense that most of the folks we work with are over the age of 50. But we do work with a lot of younger clients as well, especially the children of our retiree and pre-retiree clients…

We don't have specific net worth requirements for new clients and serve people with varying levels of wealth...

While we don't have a net worth requirement, we do require that our clients are honest, easy to get along with, and in possession of a sense of humor...