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Who We Work With

We do not have an investment minimum for new clients. Still, we are selective about who we work with, and we would like to explain why.

Our best relationships - the ones where we add the most value - have certain hallmarks. We encourage frequent communication, full financial engagement, and deep familiarity with goals and concerns. As planners, we embrace complexity; often, our most valuable advice goes beyond investments. We expect decades-long relationships that will span many challenging investment climates. In sum, we prize durable and impactful relationships. This allows us to remain independent and preserve an intimate, team-oriented culture.

We are always happy to discuss whether we might have a match. Even when not, we will gladly point you in the right direction.