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Who We Serve

Everyone deserves a Chief Investment Officer.

As a registered investment advisor, we have met a variety of different people from around the world. Depending on the investment need or the problem you are trying to solve, we may fit as your Advisor. Below is a list of clients we commonly help and the areas of assistance. 


  • Wealth Management
  • Savings Programs
  • Retirement Planning
  • Funding Children’s Education
  • Estate Planning and Trust Establishment
  • Budgeting

Life Events and Transitions

  • Death of a Family Member
  • Widowed
  • Divorced
  • Inheritance or Family Windfall

Business Owners / Entrepreneurs

  • Integration of Business Assets into Wealth Management
  • Capital Infusions and Project Funding
  • Business-sponsored Retirement Plans
  • Liability Protection Considerations
  • Tax Planning with Accountant
  • Debt Management

Executives & Doctors

  • 401(k) and 403(b) Plans
  • Incentive and Executive Compensation Programs 
  • Restricted Stock Units (RSU’s) and Incentive Stock Units (ISU’s)
  • Pension and Defined Benefit Plans
  • Charitable Donations
  • Wills and Estate Planning


  • Corporate and Public Retirement Plans
  • Charitable Endowments and Foundations
  • Institutional Investment Programs
  • Private Equity, Venture Capital, and Hedge Fund Programs

Professional Athletes

  • Financial Planning for after a Sports Career
  • Coordination with Agent, Accountants, Lawyers, etc.
  • Vetting of Business and Joint Ventures
  • Aggregate reporting of Public and Private Investments
  • Spending and Saving Analysis
  • Tax Awareness Strategies
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