Becoming a Client

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We serve diligent savers in the East Bay and nationwide who are seeking careful growth and protection from market losses in their retirement strategies.

Our typical client is within 5 to 10 years of a retirement transition and is seeking advice on how to transition from growth-oriented investing to income-driven investing.

Many of our clients have experienced damaging portfolio losses from volatile markets and need to protect what they have, generate income from it, and make sure it lasts.

Our Ideal Clients Share the Following Traits

  • Intelligent, coachable, and prudent with money
  • Seeking a collaborative partnership with an advisor
  • Willing to evaluate new ideas and make educated decisions about their portfolio
  • Have at least $1 million to invest in retirement

If this sounds like you, my team and I would love the opportunity to meet you and discuss how we can create your personal Lifetime Wealth Blueprint.

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Ready to Take the First Step?

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