Net worth over $1 million, excluding primary residence (individually or with spouse);
OR Income over $200,000 (individually) or $300,000 (with spouse)
Why the minimums? We typically offer more complex investments such as private equity, investment real estate, and investment farmland to our clients, which require investors to meet these financial criteria.
A stress-free introduction will give us both an opportunity to make sure our expertise matches your needs and situation.
At the next 1 – hour meeting (in-person or virtual) we take a deeper dive into what is driving your current financial situation and what you would like to see change. This is also an opportunity for us to learn about your goals, needs and concerns.
At our final meeting we present your free assessment and go over the findings. We offer our recommendations with no strings attached.
At the end of the final meeting there is no sales pitch, pressure, or expectation to move forward. We want to work with folks that want to work with us and go on this journey together. Please take the time to think about it and if we are not a good fit, we promise to leave you in a better position than when you first met us.
