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We work with a diverse group of clients including:
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People in the entertainment industry including actors, producers, directors, composers, agents and musicians
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Small business owners
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Self employed individuals
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Corporate executives
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Retirees
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Divorcées
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Individuals and families with inherited wealth
Our typical clients are busy, successful individuals who don't have the time, the desire or the expertise to effectively manage their financial affairs. They seek objective, unbiased advice, custom-tailored recommendations, improved after-tax results (especially with regard to investments) and the highest level of service, confidentiality and financial expertise. They also value the benefits of financial planning and working with a professional "fiduciary" advisor rather than a sales representative.
In order to provide each client the highest level of service and expertise, we are selective in taking on new clients. We look for individuals who understand the importance of long-term financial planning and value the services and expertise we provide. They must be committed to taking the necessary steps to achieve their financial goals and willing to following our advice and recommendations.
Our Commitment To You
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