We work with many different kinds of clients. Our clients are executives, small business owners and entrepreneurs and most are focused on wealth preservation. Retirees also enjoy working with us as they have often done an excellent job accumulating but realize the importance of good counsel to ensure a strong legacy, not only for themselves but those who would survive them. Our ideal clients are clients who inspire us, who energize us and who make us come to work every day with a strong sense of motivation. Ideal clients have the same values and passion in life and are naturally attracted to our similarities…while still embracing our differences. They seek someone who understands and respects their goals, dreams and aspirations.