Please visit our web site for a sampling of our services and to find out more about us. We are interested in long-term relationships with people who we like, who like us and who have financial management needs we can assist with. Our services are best suited for clients who have $500,000-$5,000,000 in investable assets or net worth. We work with many types of clients but specialize in working with business owners, divorced/widowed/single women and retired/active professional athletes. Contact us to see if there is a fit for you and our services. Thank you!