Client Profile 2018-09-21T02:56:30+00:00

Serving Families for
Over 40 Years

Serving Families for Over 40 Years

Client Profile

Since 1975, we’ve managed the complex wealth management needs of high net worth individuals and families.  Our client base represents a wide range of motivated professionals and organizations nationwide—from physicians and corporate executives to entrepreneurs and non-profit organizations.

As a client, we realize that you are unique and therefore deserve a unique approach designed specifically for you.  Our method is not a formula or a static procedure, but an evolving process designed to maximize your available resources and to help you make decisions that will assist you in achieving your goals.

In our experience, clients with the following characteristics are most likely to benefit from our services:

  • Have investable liquid assets of at least $1.5 million, or combined annual income of at least $500,000
  • Commitment to our WholeVisionTM process
  • Desire a mutually beneficial partnership
  • Value long-term relationships

If you do not fit the above criteria, we encourage you to contact our amplifi* team which is focused on working with individuals and families in the early stages of building a wealth portfolio.

*amplifi is an unincorporated division of Lee Financial.