• Approximately 200 families*, and we add 5-10 new clients each year.
  • Most of our clients are considered high net worth, with $2 million-$50 million in investable assets.
  • Many of our clients are/were San Diego locals, but 20% are now spread throughout the country.
  • Our clients are typically pre-retirees who are envisioning what they want the rest of their life to look like.
  • Many of our clients are financially savvy and comfortable with technology. They are focused on a wider perspective, while also valuing expertise, open, and trusting to implement good advice.

The three-part introductory approach we use with prospective clients is valuable in determining if there is a good fit. We believe managing expectations upfront has resulted in our excellent client retention rate.

*Brokerage and advisory clients as of 5/2018.