Client Profile

Our clients share the following characteristics... 


  • Owner of privately/closely held business
  • Business in strong financial condition (debt/equity, cash flow inc)
  • Business growth oriented


Family & Community:

  • Loves and cares about family-strong values
  • Cares about perpetuation or maximization of wealth
  • Known to have integrity
  • Respected by employees and community
  • Has identified value system
  • Prioritizes tax reduction
  • Values long term relationships
  • Respects and counts on advisors
  • Has a vision of the future for his/her business & personal life 



Subscribe to our Newsletter

Market Watch

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 25,764.00 -0.38%

[ Markets | Charts | Quotes | Portfolio ]

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.