WHO DO WE SERVE?
We serve those who do not have the time, desire, or expertise to manage their own investments. Our clients desire a long-term, working relationship rather than one-time transactions because we’re not day traders. We have clients in many life stages including: long-time retirees, pre-retirees who need a plan, families, successful professionals, prosperous business owners, and disciplined savers with a desire to accumulate and grow their investments. We are able to manage investments in many types of retirement accounts and taxable brokerage accounts through our discount broker TD Ameritrade. Learn more specifics on our clients and types of accounts.