Private Client

We recognize that you have attained a lifestyle that presents greater complexity and advanced needs. Our private client approach provides personable, holistic management of your family’s financial needs across multiple generations. We desire to help you design a legacy, make strategic plans for your estate, transfer wealth, and navigate life’s complex decisions.

Rest assured that our private client offering streamlines counsel across all of life’s big and little decisions. You will be working directly with the principals of the firm to coordinate your family needs. Call to schedule your private meeting.

Clients with investable assets of $5 million or more and net worth over $10 million.