22 Boston Wharf Rd 7th Floor

Boston, MA 02210

3013 Willow Lane

Thousand Oaks, CA 91361

(800) 984-3302

Who We Serve

Primarily we specialize in serving very active, affluent clients who have typically accumulated a net worth of more than $5 million, are in the top income brackets (State and Federal) or have at least $1 million in investable assets. They are often 5 to 10 years from retirement or preparing to sell or transfer their business.

They are individuals and businesses who expect excellence and have made a firm commitment to achieving it themselves. Our clients usually have no desire to manage their financial affairs on a daily basis, want to simplify their lives, and are willing to enter into a long-term relationship that is mutually beneficial. They are highly motivated to work with a professional advisor, not a sales representative. They are often professionals, corporate executives or own or have partners in their businesses. Many will tell you that, “If they are not growing, they are dying”. They have a strong desire to make a difference. Because of their success they often have complex financial lives.

Our clients share in the realization that by coordinating and managing today’s financial decisions they can achieve clarity of purpose and the confidence to take advantage of future opportunities and experiences.