We serve a diverse clientele from many professions and stages of life; however, we’ve found most of our clients have the following characteristics:

• $200,000+ of household income OR $400,000+ of accumulated investments
• Age 40+
• Understand their goals are too important to do everything themselves and value expert guidance
• Pharmaceutical, IT, life science, or healthcare professionals
• GlaxoSmithKline (GSK), Pfizer, Eli Lilly & Co. (Lilly), Johnson & Johnson (J&J), Merck & Co. (Merck), Lockheed Martin (LMC), Dow, among others

Case Study – Work Optional – Meet Bert and Penny

Case Study – Growing – Meet Moira and Johnny