WHO WE WORK WITH
We work with individuals and families from all walks of life. We know Northern Nevada is full of people from diverse backgrounds, professions and histories. If you are someone who is a native Nevadan or someone who has recently relocated to our beautiful state we are happy to be of service. We've found that the people who get the most value from our services are those who have accumulated or inherited assets and want to create an income, investment and tax plans that allows them to live life to the fullest without worrying about their finances. This includes near-retirees, recently retired individuals, those in the accumulation phase and people going through major life changes.
We have found that our strategies are suited to work best with individuals and families who have a minimum of $250k in investable assets. By focusing on a smaller number of high-net-worth clients, we can ensure that we are able to provide the relationship, communication and comprehensive approach that has become the hallmark of our service and customized financial strategies.
Let’s work together.
Interested in working together? Fill out some info and we will be in touch shortly! We can't wait to hear from you!
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