Who We Serve
We serve two sets of clients:
- Discerning individuals with substantial assets, estates and trusts.
- Small and medium sized employers with employer-sponsored retirement plans ranging from $1 million to $ 20 million in assets, who are serious about helping make a meaningful impact on their employees retirement readiness. We help design, consult with, help implement and service such retirement plans.
Our goal is to develop deep, long-term relationships with our clients. Trust is paramount in our work. We strive to build close bonds that enable us to really understand our clients' needs. We are dedicated to serving each of them in the most appropriate and meaningful way.
We seek to strengthen relationships by engendering trust at least three levels
- Trust in technical competence & know-how
- Trust in ethical conduct and character
- Trust in empathetic skills and maturity