High Income / High Net Worth Individuals and Families

Individuals and families with significant wealth or high incomes often require expertise and guidance on a wide range of topics. Our clients generally include families with over $2,000,000 in investable assets. We also provide guidance to clients with high incomes that are able to accumulate significant assets. 

These are some of the subjects on which we have provided guidance:

We May Mutually Benefit from Working Together if You:

Insist on full disclosure with no hidden conflicts of interest.

Value a comprehensive service that covers all aspects of your financial life in coordination with your insurance, tax, and legal professionals.

Prefer a boutique, client-centric firm with roots in the community that puts your interest first.

Would rather delegate the implementation of financial and investment matters to an experienced professional.

Send us a Message

Please don’t hesitate to contact us with any questions or concerns. We’re eager to hear from you and assist in any way possible.