Although most of our clients live on the West Coast,
we have many that live all over the country.
Generally we work with affluent families with investable assets of at least $1 million, and a net worth of at least $3 million. Entrepreneurs and medical professionals make up the bulk of our client base, many of which come to us for help in addressing a significant financial transition in their lives.
We also consult as investment advisors to company retirement plans with more than $5 million in investable assets.
We prefer to work with clients who see the value in working with a professional who will take the time to learn about their unique financial situation and can act as a fiduciary on their behalf, rather than a salesman who will give general investment advice.
We build lasting relationships with our clients, which is why we are particular about who we choose to work with. For more information about our process, check out this breakdown, or get in touch with us.