At our firm, we are currently accepting new clients if there is a genuine and dynamic fit between us. We will accept only a limited amount of new people into our small community of clients this year. If you would like to see if there may be a match in working together with us and you meet our client profile below, we would gladly entertain an initial discussion with you.

• Our community of clients is comprised of financial delegators who enjoy the simplicity, freedom and peace of mind that comes from working with a single trusted advisor and his or her alliances.
  
  
• Our typical client cares for family, community, or someone or something other than self.
  
  
• Our clients enjoy the simplicity of having all their financial assets and accounts in as few institutions as necessary to accomplish the result. They appreciate the fact that most accounts are in one institution and then fully diversified elsewhere within those accounts.
  
  
• Our community of clients value our relationship because by delegating all their money matters to us they can focus their limited time and energy on those things that are most important in life to them, which cannot be delegated.

*Our ideal clients possess investable assets of a minimum of $1,000,000.

*Lower amounts of investable assets will be considered on a case by case basis if the potential client meets the other non-monetary aspects of our profile.