You’re ready to take retirement planning seriously. Perhaps you’re planning the big party already. And you have savings you’re ready to put to work for you.
As much as we would like to believe that a “wealth management” relationship is purely economic in nature, it is not. The relationship between advisor and client is rarely as sterilized as completing a bank transaction – it’s intimate and based on trust and openness. As such, we expect that the families we serve will share the core principles that guide our business, such as optimism, transparency, and respect.
We are excited to work with families who aren’t ready to check out. We’re looking for those ready to finally achieve a dream, grow a business, take a risk, serve their community, or create a legacy for their children and grandchildren. We look for clients who aren’t as concerned with a net worth as they are about proving their life’s worth.
Think we’d work well together? In order to begin a wealth management relationship, you typically need to satisfy one of the following requirements:
- Have an investment portfolio of $500,000 within 12 months.
- Anticipate a $1,000,000 portfolio within 5 years.
- Be an immediate family member of a client with a portfolio of $1,000,000.
- Satisfy a minimum fee of $5,000 per year for investment management and financial planning support.