Comprehensive Wealth Management

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:

• They are friendly, helpful, open-minded, and enjoyable to work with.
• They want a long-term relationship with a trusted professional advisor looking out for their best interests and their families.
• They prefer to delegate their money management to a professional private wealth manager.  They recognize the magnitude of managing their life savings properly and value our experience and expertise in maximizing the likelihood of long-term success in accomplishing their goals.
• They are not do-it-yourself investors, traders, or speculators.
• They are well-respected in the community and very successful in their careers.

Our client base is concentrated in Southern Nevada and North Georgia.