Our clients

Our existing clients

Our clients make coming to work each day a joy!  We’ve worked with many of them since the mid-1990s and have become very good friends. At present, we work with approximately 50 active client households which affords us a great deal of time for each client. For the benefit of our existing clients, we do not take on every prospective client and, in the near future, we plan to cap our client base at approximately 60-70 active client households.

Our typical client

Our typical client is retired or close to it, aged 57-82, with liquid assets (stocks, bonds, cash and other investment vehicles) of $350,000 or more.  He or she prefers to have frequent contact in the form of client meetings, regular email updates and phone calls and wants to be actively involved in the ongoing financial planning process.  We love to meet new people so please take advantage of our complimentary information package and first meeting.

What we don’t do

Transactional business is not our forté.  We’re looking for long-term, full service relationships.  If you need assistance on a short-term, transactional basis we are happy to refer you to a financial business in town which can provide the service and assistance you require.