How do we define "affluent"? If you have over $500,000 of assets to invest and/or a household income of at least $200,000 per year, then we consider you affluent.  As seen below our services are tailored to you. We would like to welcome you aboard for a conversation. 

We understand that financial guidance is about more than just money. It’s about appreciating who you are and what you want in life. Then, we work with you to design a comprehensive, personalized financial strategy that fits your goals today and your vision of tomorrow. It’s about helping you build a fulfilling future with confidence.

• Financial planning
• Wealth management
• Insurance & Risk Management
• Estate planning strategies