Who We Serve
Accumulators
We specialize in serving families who are navigating life, career, and family decisions. Typically, this aligns with those in their late 20s to early 40s. This allows us to tailor our service and expertise to the unique needs of people desiring to intentionally navigate life from an early age.
Family people
Our clients are family-oriented and value experiencing moments, creating legacies, and sharing passions as they spend significant time with the people they care about doing the things that are important to them.
Vision driven
Our clients are seeking early financial independence for the purpose of the freedom to spend significant time with the people they care about and the ability to pursue what is important to them. They align with the term “work optionality” rather than “retirement”.
Looking for a guide
Our clients want someone who they can sit and talk with about what they want their life to look like and what they hope to accomplish; to hear if they can do the things they’d like and how to navigate the decisions they have to make along the way.