WHO WE SERVE

Nice People

This might sound cliche, but we will only work with genuinely nice people.

These people put a high value on relationships and care about their reputation. They appreciate and value professional services. They enjoy collaborating, learning, and growing.

Life is too short to partner with any other kind of person.

Motivated Individuals and Their Families

Are you an unconventional thinker, dreamer, and doer? Then you’re the type of person we want to partner with. Our detailed, analytical mindset pairs well with your big-picture thinking.

This is why we work well with families managing closely held assets; successful first and second-generation business owners; professional real estate owners, and families with multi-generational and charitable planning goals.

You think differently. And we love it.

Diligent Savers

While it’s not required that you have investments to manage, our clients have accumulated a nest egg of at least $500,000. This includes investment real estate as well as traditional “paper” assets.

Looking for a Wealth Partner

The families we serve understand the value of having expert guidance. You also understand the importance of not being 1 client out of 100+ clients served by an advisor. A strong partnership gives you more confidence than brand recognition.

While we would love to help everyone, we have intentionally limited the number of clients we serve so that each client gets the personalized attention they need. If you feel you are not a fit for the criteria above, we suggest you visit wealthtender.com/financial-advisors/ to find an advisor who might fit you.