Our client relationships are varied. They include individuals, families, and closely held businesses, all with unique needs. Whether the client is an individual transitioning through a divorce, a firm with successful executives in need of financial support and guidance, we provide a highly personalized and customized set of solutions.
The stories featured in this section represent experiences similar to those of some clients that work with us. They are presented for illustrative purposes only.
Does This Sound Like You?
A number of clients come to us who, for the first time, are fully in charge of their family finances. They don’t yet understand their complete financial wealth picture or whether they have enough money to support their lifestyle now and in retirement.
Even those with a tremendous amount of investing experience seek our services. Many of these individuals are high-level executives with limited time to focus on their own personal needs. Their lives include a level of complexity that would benefit from the services of a personal CFO.
We often work with successful families who have done a good job saving and want to send their children to college debt-free but also enjoy a comfortable retirement. They’re not entirely certain if their self-directed investment programs will help them achieve their goals.
- Families investing for retirement and accumulating assets for other significant life goals
- Busy executives seeking support with financial management, or companies seeking support for their executives
- Divorcing or recently widowed individuals seeking financial guidance