Our Clients

While we wish to be available to assist as many people as possible, we are not available to help everyone. We accept new clients who express realistic expectations about what can be accomplished and who want to establish a long-term relationship with a qualified financial professional. We expect our clients to have, or have the goal to have, an investment portfolio of over $100,000 that they will ask us to help manage for them. In order to maintain the integrity of our advice, as a general rule we do not share clients with other brokerage firms or financial professionals. We gladly accept new clients who are family members or friends of existing clients, employees of school districts or other employers with whom we are contracted to provide service and referrals from Professional Advisors (Attorney, CPA, other) with whom we have a relationship.