“What is the profile of your typical client?”

  • We serve a broad-range of clients, however, the majority of our clients are in between the ages of 51-70, preparing for or already in retirement.
  • Due to the increased complexity and challenges in today’s financial world, in more recent years we have broadened our services to include financial planning and investment management for younger families.
  • We help people from numerous industries, however, have more recently specialized in helping those in telecommunications, airline, and the oil and gas industry.
  • While we try our best to serve all clients, our clients typically have a minimum of $250,000 in investable assets. We do make exceptions for family or close friends of current clients, individuals seeking a second opinion or not pleased with their current advisor, or someone facing a major life-style change ie changing jobs, divorce, death, marriage, inheritance., etc.