A client who feels that they don't have the time and/or knowledge to effectively manage their's or their families investment portfolio. Their financial wealth has grown from regular savings, group plans, option programs, and bonus pay outs.

Estate Wealth

New found financial wealth via inheritance, winnings, or insurance claim. Someone who has increased their financial wealth by selling a business or property

Business Owner

Transitioning from running their own enterprise to monetizing their retirement and lifestyle-- materializing most important assets