We serve retirees, pre-retirees, business owners, and corporations.
We believe that all invested money is invested to be eventually spent either by you or whoever you leave it to. Whatever you don’t spend is typically left to your children, church, or charities. If you can tell us who will eventually spend your wealth and when, that gives us a great starting point for how to construct your portfolio. Investment strategies work best when they are implemented over a period of years rather than days, weeks, or months. A client’s risk comfort level should be included when building their investment portfolio.