People seeking a financial partner who will educate, guide, coach and assist them in what is often an emotionally-charged area of their lives

People who do not meet the minimum asset level required by typical financial advisors

Executives or managers employed by either public or private companies who have received restricted stock and/or stock options from their current or previous employer, and/or have access to deferred compensation plans

Do-it-yourself investors seeking financial advice beyond investment management

People seeking independent financial advice without investment product pitches or sales