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Who We Serve

Our clients are pre retirees, retirees and professionals from across the country. They come to us with significant assets and from diverse backgrounds like civil service employees, public utility and steel mill employees and United States Military Veterans.  We only take new clients from referrals of existing clients or pre or post retirees with significant assets of at least $400,000.

Our clients are all motivated to secure their retirement with a sound financial strategy. With this in mind, we create a plan utilizing five financial cornerstones: tax efficient investing, professional portfolio management, retirement income planning, estate planning and insurance planning.

We achieve this by meeting with our clients regularly for financial reviews, providing workshops on retirement planning, tax planning, estate planning, financial planning and insurance planning.

We also keep our clients informed with timely newsletters and financial magazines, as well as video updates on social media.

Please follow us on Facebook or LinkedIn. Finally, if you would like to receive our newsletters, please email Luke Duffy at