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Clients

What’s creating uncertainty in your financial life?

Many of our clients are working toward a 30-year retirement, hoping to build an estate for their children, or looking to transition out of their business. These goals demand far more than short-term stock picking or basic financial plans, and that’s why we deliver a holistic wealth experience, with a focus on retirement, business ownership and family wealth.

Professionals

How long will my wealth last?

For those who are approaching their target retirement date or have just made the transition, the central question is sustainability. We help professionals with goals and priorities that include:

Bart is consistently clear, up front and objective. Initially, I wasn’t sure how prepared I was for retirement, or how exposed I was to risk, but he simplified everything. Now I’m comfortable with my portfolio and my retirement plans.

Delores Murphy
Retired
Client since 2010
Business and Farm Owners

How do I transition into the next phase of my life?

Many owners reach a point where they want to transition out or scale down their role in the business or the farm. With all the moving parts involved, the best results come from a systematic plan that incorporates things like future income, cash flow and shifting personal priorities. We help business and farm owners with goals and priorities that include:

Running my business takes up a lot of time and energy. I appreciate being able to know at any time how my portfolio is being handled and where I stand financially.

Martin Campbell
CEO
Client Since 2007
Families

What kind of future can I help create for my children?

Planning family wealth is often about reconciling your personal goals with those that you have for your children - and those that your children have for themselves. This can be a complex picture that requires a well-coordinated approach and clear communication. We help our clients with family goals and priorities that include:

Because Bart relies on things like rules, processes and software, I don’t have to walk away wondering whether or not I’m doing the right things with my wealth. I know exactly how and why he makes the recommendations that he does.

Chris Kuntz
Client since 2005
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