Tell us a bit about who you are and the people you reach
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.
To give us an idea of the overall feeling of your brand, let us know which styles you lean towards
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.