Our clients encompass a wide range of ages, circumstances, lifestyles and goals. Whether it is a younger couple thinking about paying for their children’s college expenses while also saving towards their retirement or an older couple or individual already fully enjoying the rich experience of being retired, we have worked with clients over the broad range of this spectrum.
We are able to work alongside our clients and be successful by taking great care towards creating an investment experience that suits the specific details of their situation. Unlike some advisors who provide a narrow investment experience which only focuses on the actual investments, we seek to provide an experience that is two-fold. The first part of this experience is still the investing of the assets, but the second (and equally important) part is the relationship we establish with our clients. These relationships reveal details which paint the fuller picture of our client’s dreams and goals as well as allow us to support our clients during periods of personal or market tumult. Any advisor can look at an individual’s current assets, age, marital status, ages of children and assemble an investment strategy, but the details are what allow us to create a positive investment experience.