Achieving the Right "Fit"

We are selective in establishing new client relationships so that we can focus our attention and resources on you without compromising the quality of our services. We also know that in order for a wealth partnership to work, the right “fit” is necessary. We find that our clients generally share these characteristics:

1. They understand the value of working with a wealth partner – someone with whom they can develop a dynamic relationship to build and preserve wealth.
2. They share our investment philosophy – one based on a highly personalized and principled approach to investing with purpose.
3. They have the capacity, commitment and discipline to set and meet meaningful financial goals.
4. They are passionate about their lives and are people with whom we enjoy spending time.
5. They are compassionate individuals who believe in making a difference in the lives of others.