Ideal Client

Our typical clientele tends to look like this:

  • In your 30’s or 40’s earning >$250k annually as a household OR have >$400k in investible assets
  • Are a W2 earner with equity compensation, solopreneur, physician, or executive
  • Comfortable delegating to someone you trust and that shares similar core beliefs and values
  • Enjoys collaborating with a thought-partner and values an ongoing advice-relationship
  • Desires to make Giving a consistent part of their financial life

You might not be a good fit to work with us if you:

  • Are looking for the next hot stock or are trying to actively time the markets
  • Are a large business owner with many employees
  • Are trying to take advantage of risky tax strategies / loopholes
  • Want to employ the bulk of your net worth into individual real estate properties

THINK WE’D BE A GOOD FIT? 

LEARN HOW WE HELP CLIENTS

Memberships

Logo for CFP
Logo for XYPN
Logo for NAPFA
Logo for WEALTHTENDER
Logo for FEE ONLY
Logo for NASBA