Who We Serve Best
The Emerging Professional sometimes referred to as a millennial or Gen Y, The Emerging Professional can be a college graduate, in his mid-20s to mid-30s in age. She is likely working in a professional setting – law, medicine, accounting, engineering etc. The Emerging Professional often...read more
The Established Professional also known as Gen X, ranges in age from 35 to 55 and is fairly well established financially. Although our Established Professional has accumulated some wealth (perhaps more than she ever imagined possible) there are many new financial challenges to be met.
Our Established Professional may be contemplating a career change...read more
The Family Steward has accumulated assets –real estate, investments, retirement accounts, business assets. Our Family Steward is often included in the Baby Boomer generation. We find our Family Stewards to be between 55 and 70 years old.
Our Family Steward recognizes the importance of making good decisions where finances are concerned. Leaving a legacy to...read more