Our ideal clients have relatively complex tax, retirement, and investment situations and are looking to leverage our team’s expertise and experience in those areas. An important goal of ours has always been to have a practice that is intentionally manageable in size—one where we remain the primary point of contact for our clients. This allows us to develop meaningful relationships and truly understand each client’s goals, values, and financial picture in a way that larger firms often cannot.
Just as you would interview us to determine whether we are a good fit for a long-term relationship, we will evaluate the information you provide to determine how our services fit your needs and objectives. To maintain the level of attention and care our clients expect, we limit the number of new relationships we take on each year. While we would love to help everyone, our typical clients have $2M+ in assets to manage. That said, this is not a strict threshold—we do make exceptions for family members and unique situations.
