The niche we serve, is people over 50, currently retired, or getting close to it. Working with this group allows us to specialize our service and experience around their ever-changing needs.

Our clients are either in or approaching this next life chapter of retirement. They understand and value the importance of having experienced professionals involved in their process to plan for it.

Most of our clients wouldn’t think of themselves as “wealthy”, but are consistent savers, and after a few decades of being mindful about saving and long term planning, have accumulated a nest egg of at least 500k, excluding real estate.