Client Profile
 The majority of our clients are between 45 and 75 years of age, with substantial assets. They have often dealt with banks, trust companies, credit unions and brokers, but have lacked the personalized service and professional planning support that provides peace of mind. Our clients want simplicity in their lives, and to deal with one organization that can manage their financial affairs in a comprehensive fashion, on a long-term basis.
Typically, their main objectives are to reduce risk, prudently improve investment returns, lower taxes, and preserve their estate at lower cost.
 The fact that other people agree or disagree with you makes you neither right nor wrong. You will be right if your facts and reasoning are correct. ~ Benjamin Graham
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