A Registered Investment Advisor

A Registered Investment Advisor

A Registered Investment Advisor

A Registered Investment Advisor

A Registered Investment Advisor

A Registered Investment Advisor

Services for Women

You are a professional, executive, career person, entrepreneur and/or a family. You are looking to build a future for yourself and your loved ones and you are committed to doing so. You understand that it will take discipline but also appreciate the possibilities of making it happen.

Perhaps you were well indoctrinated in the importance of financial planning and the processes for building wealth as you were growing up. If so you hopefully already have a good head start. Then again maybe it was never a family concern and focal point and you therefore have not given it much thought and attention. If that is the case you have a lot of catching up to do. Either way we are right there to work with you regardless of how little or how long it takes to help you get to where you need to go.

We like to work with:

  • Women who are independent or in transition: retiring, divorced, or recently widowed
  • Small to mid-sized business owners with gross business revenues of $1Million and up
  • Individuals with families and annual personal incomes of $200,000 and up
  • Clients with investable assets of $500,000 and up
    Exception is made for young clients who are saving aggressively

Our ideal clients:

  • Need help with personal, business, and financial decisions
  • Are caring, loyal, and have a sense of humor
  • Willingly take our advice and take action with their finances
  • Are ready to make things happen toward realizing their dreams and goals
  • Enthusiastically refer clients to us

Important issues in their lives:

  • Our clients want to live a better life than their parents
  • They want to get ahead financially
  • They want to spend quality time with family and friends
  • They want to achieve more and live life to the fullest
Our women clients
  • Want to take care of their financial well being
  • Want to help others, contribute to society, and make a difference
  • Want to allow time to take care of children and elderly parents
  • Understand that they have opportunities that their mothers never had
  • Believe that they can do it all if it is important enough to them
Our clients who are business owners
  • Are living or building their dream
  • Are focused on building or growing their businesses
  • Strive to integrate business growth with personal goals
Our clients who are individuals and family members
  • Want to help their children be everything they want to be and can be
  • Want to leave a legacy for future generations
  • Want to ensure that their elders are taken care of
  • Enjoy devoting time to family vacations and down time
  • Place value on having a healthy and active lifestyle

Our clients like working with us because:

  • We offer a comprehensive approach to finances
  • We work to mitigate tax liabilities
  • We are experienced and credentialed in our field
  • We truly care about our clients and it shows
  • We go the extra mile for our clients
  • We are trustworthy
  • We are accessible
  • We are responsive