New Client Profile


Our comprehensive Managed Account Program (MAP) is best suited for clients with a minimum of $200,000 in investments. 

We work best with clients who:   

- Are serious and realistic about planning and investing for their objectives.

- Follow our recommendations (questions are always welcome).

- Return our phone calls and emails promptly to allow us to work efficiently.

- Agree the benefits of working with a Financial Advisor far outweigh the costs.