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.