Who We Serve
Our clients are our number one priority
We provide wealth counseling to a limited number of clients who engage us to provide comprehensive wealth management service. Our firm engages new clients only after it has been determined that we can bring them significant value and help achieve everything that is important to them. We specialize in helping clients who are going through a major life transition with $1 million+ in liquid assets, and focus on helping them become wealthier in retirement. Major life transitions could include: selling a business, inheriting a retirement plan account, losing a spouse, changing companies, or retiring from their job. We have a diverse group of clients with special focus on advising oil and gas professionals. Our firm also provide Retirement Plan and 401(k) Consulting to a select number of retirement plan committees who generally oversee assets of at least $5 million.