Who We Serve

We serve people who:

  • Plan to retire within 5 years

  • Lost a loved one recently

  • Received an inheritance

  • Changed jobs or careers a short time ago

  • Recently changed marital status

Are we a good match?

Wealth advisors are not one-size-fits-all. Does the list below describe you? If not, we suggest seeking other sources for successful financial guidance.If so, the foundation is ready for us to work towards your goals together.

Diamond clients are:

  • Retired military

  • Business owners

  • Federal employees

  • Optimistic 

  • Disciplined

  • Forward thinking

  • Fun

  • Successful

We will stay committed to pursuing the absolute best service available in the financial industry.