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Maine

South Carolina

Finding the Right Fit

Means Wealth Management isn’t for everyone. Valuing quality over quantity, we choose to work with a small group of select clients. This enables our advisors to dedicate more time and personal attention to each client, ensuring a strong, prosperous relationship.

We evaluate potential clients through the lens of four key criteria: chemistry, value, objectives, and net worth.

Chemistry

We believe in fostering enduring friendships with our clients—and abide by an upstanding code of ethics, integrity, and respect. Both parties should feel comfortable and confident working together on a personal level.

Value

Sometimes, prospective clients already have their finances ideally arranged. If we don’t think we can improve your financial life, we’ll let you know.

Objectives

You choose your ultimate financial goals—it’s our job to help you get there. That’s why we choose to work with clients whose aims are sustainable and responsible.

Net Worth

While we evaluate each prospective client on a case-by-case basis, those with a net worth of $250,000 or higher are best positioned to benefit from our solutions, expertise, and advice.

If you’re considering our firm and you’d like to learn more, don’t hesitate to contact us or complete the form to the right. We’re more than happy to schedule a pressure-free consultation to see if we’re the right fit for you.