Our Clients  
Navigating Life Changes

We specialize in managing wealth for a select group of successful families and affluent women planning for or currently experiencing a life event such as selling a business, retirement, loss of a loved one, job change or sudden financial windfall.

Those who benefit most from working with us value our processes and services. They enjoy working together with a comprehensive Wealth Management Team and are seeking personal attention to growing or maintaining their financial lifestyle. They have $2,000,000 or more of investable assets. 

Our clients are Successful Families and Affluent Women.

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Learn more about Paula's story > 

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