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Who We Work With

We meet most of our clients as they are experiencing transitions in life (such as retirement, receiving an inheritance, or downsizing), and who realize their lives are too busy or complex to do it themselves.

Our clients are business owners and successful people who have retired or are nearing retirement. Our Central West End location brings us in contact with neighbors and employees of the large area institutions (Washington University, St. Louis University, BJC). 

While we don’t have a specific minimum, our process is time intensive, and we expect our clients to have $250,000 of investable assets over time. Our average client has $1-2 million in investable assets.

Most importantly, our clients realize the value of having a financial roadmap and someone to help guide them. We are not a good option for someone seeking a "do it yourself" approach.

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