Overview

We are a team of 7 individuals (4 advisors, 2 associates and 1 concierge manager). We strive to give every one of our clients a Ritz Carlton-like experience. We focus heavily on goals based planning for each family. Each investment approach is custom. We are looking to expand the practice as we feel we have perfected our business model and are continuing to give the level of service our clients deserve. Our client base consists primarily of pre-retirees/retirees, directors/executives and single women over the age of 50 who may be going through a life event; divorce, ___).

Market
Advisor/RIA
Last Activity
6 months or more

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