Frequently Asked Questions
What type of clients do you serve?
This is a list of the type of clients we serve:
- high net worth individuals
- corporate pension and profit sharing plans
- charitable organizations
- small businesses
Do you require a minimum opening balance?
No, we do not require a minimum account opening balance from our clients.
Do I have to come to your office for an appointment or will you meet me in my home?
We meet with all of our clients personally. We can set up an appointmet for you to come to my office or we can meet you in your home.