Our clientele tend to be financially secure, not seeking speculative or even excessively aggressive financial returns. They desire to use their wealth constructively to achieve non-financial goals. They are concerned with the preservation of their wealth and its sensible growth over time, but equally or more with family issues, business succession issues, philanthropy and other items that will define their legacy. We believe our clients are the most important asset of our company, and we are dedicated to serving their needs.