Meet Our Clients

Clients We Serve

We serve a diverse group of clients, each with unique ambitions and needs. Here are some of the clients we serve, what they care about and how we are helping.


Some professionals are so engaged in their work and life that their financial resources aren't aligned for the best possible outcome. Once we create a plan with them, they can focus elsewhere with the reassurance that we will faithfully execute the new plan.

Multi-Generational Families

Families with three to four generations of family members are carefully thinking through distribution of their wealth within and outside their family. Many of our clients began working with us 30 or 40 years ago. We are there to help them make the best possible decisions.

Family Business Owners 

Many family business heads are thinking through how best to transition leadership of their enterprises in the most seamless way possible to other family members or to a new owner. We act as their financial resources advisor.

Family Foundations

The chairperson and their board want to ensure that their investment approach aligns to the foundation's mission. We help support that effort.


Women play different roles in life and in their family. We listen to understand how their financial resources can best support them and their families now and into the future.

Not-for-Profit Organizations

We serve the top executives and the investment committee to help them make the best holistic decisions they can for the benefit of their organization and those they serve.

Corporate Executives

With C-suite compensation comes unique opportunities to build considerable wealth. Working together, we create a diversified wealth management plan that is designed to position the executives for the lifestyle they want to live now and later.


The founder and CEO may be taking their company public. The result will be new financial gains and challenges to manage. We work with them to create a new wealth management plan that is aligned with the new plan for their business and life.