We serve local executives, medical specialists, and other professionals who are within five years of retirement or already retired. Our clients have at least $1,000,000 in investable assets, and usually more, since that’s what it takes to retire in the Bay Area today.
We provide each and every client with a high degree of service, care, and personal touch. One reason we are able to do so is by keeping our practice small and focused. To that end, we work exclusively with a select group of people whose needs align with our expertise, and for whom we believe we can make a significant impact on their lives.
We have no desire to be the biggest firm. We simply want to do the best job we can for those we are privileged to serve. If you feel your unique situation falls within our scope of services, you can learn more about our background to determine if we are the right fit for you.
Next, you might be interested in: