Who We Work With
How we choose clients.
In our work, relationship is critical. We wouldn’t expect you to work with a financial planner or wealth manager that you didn’t feel great about, and by the same token, we choose clients whom we deem are an excellent fit for our culture and approach.
Who do we work with?
People who have created something of worth and meaning. A profitable business is one asset, but so, too, are the rewarding, long-term connections you’ve formed over the course of your career and life.
"It doesn’t matter who you are, or how much money you have. It’s about the relationships you build, how you make them feel, and the quality of time you spend around those you care most about."
Jen Lima | Client Assistant
It's totally ok if you...
Don’t know much about investing
Aren’t all that interested in the market
Loathe technical jargon and industry speak (so do we)
Have a complicated situation
Have lots of questions
It's NOT OK if you...
Place all of your focus on performance
Are looking to game the system (and think you can)
Lead with control instead of curiosity
Think that making things dramatic makes
Are a complete and total asshole (we’re serious)
We're looking for people who...
- Prioritize empathy and connection over cash and numbers
- Hold themselves to a high moral standard
- Want to talk plans, not shop
- Believe in collaboration
- Trust in and engage in the process
- Consider themselves coachable and open-minded
- Are all in, period.
"I met some of our clients on a gorgeous fall day on the golf course. And they took me by surprise: they asked about… me. It would never have occurred to me that they were interested in me. It changed the way I see client relationships. I assumed it was all about what we offered them. But those clients made me feel better about myself. That’s how you know you’re working with the right people."
Hunter Johnson | Private Wealth Management Intern
"Do I have enough money to work with you?"
We get this question a lot.
And the fact is, there isn’t a person on the planet who doesn’t have a decision to make: Where, above all, should you spend your time, eﬀort, and attention?
This isn’t an easy decision, but it is a vital one.
For some, it’s family. For others, it’s career. Community work. Travel. The arts.
No matter what you want to do, you can’t do it all, and neither can we.
And so, like you, we have had to prioritize and draw limits around where we spend our time.
We decided a long time ago that if we are going to do the very best job we can do, and provide the highest level of service, we simply can’t do it for everyone.
When it comes to choosing clients, money isn’t the sole determining factor.
Trust us, there are plenty of millionaires we will happily send elsewhere.
We ask a lot of questions before we decide to move forward with someone. Are assets part of that discussion? Certainly. But we use it as a limiter because it helps us focus our efforts and be of the highest service to those who stand to beneﬁt most from those efforts.
That said, most of our client relationships are with individuals and families who have minimum assets of at least 5 million.
There are, however, exceptions to every rule. If you’re our kind of person with a unique opportunity or situation , we’d be more than happy to talk to you about it.
"Emily’s husband passed suddenly and unexpectedly. I couldn’t imagine what she was going through, and to be honest, I didn’t want to. She came up to me after the service and hugged me. 'Tell me I’m going to be okay,' she said. 'You are,' I said. 'I promise.'"
Sarah Springer | Managing Director
We ask that our clients go all in with us—because we do nothing less ourselves.
You can save money, but you will spend all the time you have. The question is, how would you like to spend yours?
Contact us today.