Although most of our clients live on the West Coast,
we have many that live all over the country.

Generally we work with affluent families with investable assets of at least $5 million, and a net worth of at least $10 million. Entrepreneurs and medical professionals make up the bulk of our client base, many of which come to us for help in addressing a significant financial transition in their lives.

We also consult as investment advisors to company retirement plans with more than $10 million in investable assets. 

 

We prefer to work with clients who see the value in working with a professional who will take the time to learn about their unique financial situation and can act as a fiduciary on their behalf, rather than a salesman who will give general investment advice.

We build lasting relationships with our clients, which is why we are particular about who we choose to work with. For more information about our process, check out this breakdown, or get in touch with us. 

 

PUBLICATIONS

Thinking Slow When Life’s Changing Fast

If you’re going through a transition in your life chances are your money is in transition as well. This short book is designed to help you navigate life transitions when wisdom can be hard to come by.

The Obvious Solution Custom-designed Financial Peace of Mind

Are you one of the 78% of people not satisfied with your financial advisor but don’t know why? The Obvious Solution walks you through why that is and explains our process of delivering Wealth Management.

Avoid the Noise Five Key Concepts for Financial Success

Do you know what you should be expecting from a true wealth manager? Download our resource guide to learn more about the first element of wealth management—investment consulting.

Financial Well-Being: A Rx for Physicians

Successful physicians and their families can benefit tremendously from working with a true wealth manager, who can provide not just personalized investment and advice.