Our mission is to help our clients make intelligent decisions about their money so they can accomplish their goals and live their ideal lives. We manage wealth for a limited number of families we know very well. This enables us to maintain strong relationships and meet our high personal service standards.
We provide comprehensive financial planning and investment management services for families with $2 million and more investable assets. Most of our clients are retired, and many plan to retire in five to ten years. Our clients come from a broad range of backgrounds but share the following characteristics:
Our client base is concentrated in Southern Nevada and North Georgia.
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