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Click here to learn about our management approach to financial affairs.
Click here to learn about our six process steps.
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Our clients are very diverse in their personal backgrounds, their expectations, and their geographic locations. Our client list includes business owners, corporate executives, physicians, dentists, attorneys, architects, individuals approaching retirement, retirees, surviving spouses and the independently wealthy.
Each of our clients is very different from the others. Their expectations and their personal goals vary and their financial circumstances and values also vary. Thus, they require from us highly customized and sophisticated processes and solutions in order to achieve their goals.
Our client base extends from Maine to Southwest Florida. Through regular meetings and the efficiencies of telecommunications technology, we are able to communicate continually and effectively with our clients no matter where they might be in the world.
The majority of our clients continue their relationship with us from year to year. Usually, prospective clients are referred to us by other clients or one or more of their other advisors. We pay no referral fees to any individuals or business entities referring clients to us. During our planning work with our clients we seek to maintain strong relationships with their allied advisors to ensure that our common clients obtain the maximum benefit from the combined professional resources and talent available to them.
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