We typically work best with individuals and families who are executives of public companies, business owners and entrepreneurs with $1MM+ in investable assets. Our expertise in providing wealth management, financial planning, and more for these folks is where we add the most value. We care about the people our client's care about and want to make sure they are getting great financial advice and a great experience, so we do make the exception when it makes sense. When a client refers a friend, family member, or colleague to us, it's a sign of trust and confidence that we don't take lightly. We greatly appreciate your referral and look forward to connecting with them. Thank you!