Most of our clients fall into two main groups: women and families.
Because we take a comprehensive or “holistic” approach to wealth management, our clients feel that we work with them rather than just their money.
One of the benefits of this approach is the help we provide clients as they face a transition from one life stage to the next. For our female clients, this might mean managing her financial affairs through life issues such as:
- Loss of a spouse or loved one
- Job/Career change
- Sale of a business
For families, these transition issues include children and grandchildren going to college, the move into retirement, family and relationship changes, caregiving and dealing with aging parents.
We offer clients a unique insight into the particular issues that concern them. For some, we act as an educator. For others, a coach or mentor. For most, we are an important catalyst and trusted partner that empowers them to take control of their financial lives.