Who We Serve

Glenn and Betsy Feeney are a couple between 45-65 years of age with $1.0 million or more of investable assets that are approaching a life transition or will require financial guidance and expertise during the Distribution Phase of their financial lives.

Alex and Michelle Evans are a couple between 30-45 years of age with $250,000 or more of investable assets that desire financial guidance and expertise so that they can free-up time to raise their family and enjoy all that life has to offer.

They found us through a referral from a parent, friend, co-worker or other professional (CPA or attorney).

As an engaged, long-term oriented client that seeks guidance and has a willingness to delegate investment details, they are delighted our firm offers a personal relationship that is based on impartial, on-going advice and regular communications.

With their desire to find a FINANCIAL PARTNER, our firm’s continuous financial planning and wealth management services are a great solution to meet their needs.

We believe the people we can be of greatest assistance to are those that are experiencing a significant TRANSITION such as:

·       Changing employers and want to have greater investment selections than are offered in a 401k

·       Transitioning from working to retirement (Distribution Phase of financial lives)

·       Planning on retiring within 5 to 10 years and want to make sure they are on track

·       People who have been financially successful and indicated that they do not have the time, interest or knowledge to manage their personal financial affairs and investments at their desired level

·       Moving-up through the management ranks

·       Business owners that are transitioning from investing solely in their business to generating profits and seeking diversification or that are selling their businesses, in whole or in part

·       Likelihood of inheriting a substantial amount

·       Relocating to this area