Our Clients

Bringing Values to Business Owners, Executives, and Professionals

“You can spend your precious energy beating down closed doors, or you can choose the doors that open when you knock” – Dr. Richard Carlson

We specialize in building long-term relationships with our clients, and we work with clients only if we are the right financial planner and/or wealth manager to help them achieve their financial goals, while respecting their most important values.

We may be right for you if:

  • You would value a financial plan that includes retirement planning, investments planning, insurance planning, estate planning, and tax planning.
  • You would value having your portfolio professionally managed because you like to collaborate with a professional for something as important as your financial health.
  • You are open to a long-term relationship with a financial planner. While you are free to end our working relationship at any time, we prefer partnering with our clients for many years to help them manage their evolving financial circumstances to ensure they reach their financial goals.
  • You operate a business or work, or have worked, in the technology industry.
  • You have high integrity, communicate well, and are fun to work with.
  • You have over $60,000 of investment assets (not including your home). While we do not have any hard asset minimums, we believe our services and fees are more appropriate for those who are above this asset level.
  • You prefer a professional, yet relaxed, setting.