Who We Serve

Entrepreneurs

We understand as a business person you think about cash flow constantly so you will understand when we tell you we think of your financial success as often as you think of your cash flow. Just like you planned and delivered to your clients to create success in your business we know we will need to plan and execute to deliver the best financial results to you. We specialize in bespoke solutions customized to your particular needs, interests, life stage, current situation and future goals. Our services are dynamic and we use tested and proven strategies to make sure that we are reducing your risk on investment to match your goals now and into the future. We like to earn the respect of our clients and would like to hear about your experiences and expectations to see if we are the right people to add to your management team.

Dentists

In a busy and successful practice you have lots of business planning questions. We can help. We are, by our very nature, strategists and we currently serve dentists who are starting out, in mid-career or selling their practice to transition into that next phase of their lives, which generally looks like contributing in other ways than their practice. We ask the right questions to get you and your financial plans in order, to understand your goals and deliver products and services that satisfy your true needs. Whether you want to hire a new associate, open a satellite office or it is time to transition into retirement we have proven strategies to help you achieve the best results. It all starts with the right team and a good plan now and into the future. We promise it will be as easy as pulling a tooth and hopefully won’t require any anesthesia.

Doctors

You are often pulled in three directions at once. Whether it is research, rounds or the revolving door of a successful practice you have little time and perhaps only a passing interest in financial planning. You have enough complexity in your own field. Having served many doctors over the years we have come to better understand how to provide customized products and services to you. Whether it is meeting at non-traditional business hours to accommodate your busy schedule or attending at your locations we know you need our help to get to where you want to be. We know that when you have the time, you are focused and will ask a number of things and then might not have much contact for the next 12 months. We will stay on top of your plan and update you when and how it works for you. Regardless of the lack of time you may have for us we will still create a bespoke solution for you and your family. As you know the expertise is in the diagnosis so if you have the time and interest to explain your current situation we can put together and deliver a plan that can better deliver a solution for your financial success.

High Net Worth Families

We know it is about the people, not the products and not our processes. Of course in order to build on the success of your family we will need to get to know you and the more we know the better we are able to tailor our solutions to your unique needs and goals. We will pick products and we will tailor our processes to make it easy for the whole family to work with us because we know in the end our clients choose us because we prove ourselves to be people who make a difference in their lives. We are excited to meet you and would like an opportunity to prove how we can be your financial people and deliver a better family plan that you can rely on now and well into your future.

Women, Wealth & Well-being

Women’s financial well-being is often shaped by living longer, retiring earlier, pay disparity, and time out of the workforce as primary caregivers for children and aging parents. This means that the average woman will earn and invest less than a man over the long-term and spend more time in retirement years.

Together, we can create a financial plan that truly considers your needs, clarifies your goals, and explores all your “what if” questions. This includes factoring in the long-term costs of healthcare, living independently, evolving family dynamics, and proper estate planning.

Whether you’re looking to grow or protect your wealth, we understand it’s not just about investment returns—real financial advice is about you and how your money can provide security in your life and the lives of those you care about, today and tomorrow.