We create financial plans for high net worth business owner and other professionals for a fee. We may also provide money management, securities or insurnace products for clients.
Clients are typically: 50+ years old, M/F, Colorado residents, college educated, married with children, business owners, executives, entrepreneurs. They expect excellence. Net worth is typically $2M - to - $20M. Most clients are "salt of the earth" types that have created their own wealth, not inherited it.