Experience Makes all the difference
As a result of getting to know our clients intimately and providing advice well beyond investing we earn the privilege of becoming trusted advisors to our select clients. Our team has over 20 years of experience working primarily with individuals and families experiencing a liquidity event through the sale of a business, an IPO, or other significant change in financial position. We focus on gaining a thorough understanding of our client's overall situation - we ask the right questions and listen to our clients describe how they view their wealth, what is truly important to them, and how they want to live their lives. With this in mind, we develop a customized investment plan so that their lifestyle, estate planning and philanthropic goals are aligned. We measure our success by the length of our client relationships and the confidence our clients have referring others to our team.