Our typical clientele tends to look like this:
- In your 30’s or 40’s earning >$250k annually as a household OR have >$400k in investible assets
- Are a physician, solopreneur, or have stock as part of your compensation (RSU's, Stock Options, etc.)
- Comfortable delegating to someone you trust and that shares similar core beliefs and values
- Enjoys collaborating with a thought-partner and values an ongoing advice-relationship
- Desires to make Giving a consistent part of their financial life
You might not be a good fit to work with us if you:
- Are looking for the next hot stock or are trying to actively time the markets
- Are a large business owner with many employees
- Are trying to take advantage of risky tax strategies / loopholes
- Want to employ the bulk of your net worth into individual real estate properties
THINK WE’D BE A GOOD FIT?
