We serve a diverse clientele from all professions and stages of life; however, we’ve found that we’re able to deliver the highest value to clients with the following characteristics:
- Married couples or independent women
- Started our relationship in their mid-30’s-50’s age
- $200,000+ of household income OR $400,000+ of accumulated investments
- Prefer to delegate and verify financial matters
- Have college bound children
- IT, life science, medical professionals and members of the Quaker Consortium.