WHO WE SERVE
What Does It Take To Be Affluent?
Most affluent people came from very humble beginnings and are self-made. Because of this, they consider themselves upper middle class and not affluent or rich.
Over 80% of the affluent are a select group of
Professional Practitioners (Physicians, Attorneys, CPAs, Engineers, etc.)
Individuals in the Retirement Red Zone (the 15 years before and after retirement)
Share an enthusiasm for helping loved ones and passing along strong family values.
Are extremely motivated and won’t settle for “Average.”
Have a deep appreciation for hard work and smart decision making.
Want to engage best-in-class experts to act as stewards of their vison.
Expect objective, conflict – free advice.
Want to engage with professional adviser, not a product sales person.
Have Investable Assets of $500,000 + or Net worth of $1 million + or $125,000 annual household income
If that sounds like you, give us a
304.626.3900 or Toll Free at 866.623.3900