First, our goal is to have fewer clients so that we can properly allocate our available resources to deliver a more personalized approach and the best service to our clients. Barron’s reported in 2016 on the top Financial Advisors: “This year’s Top 1,200 serve 521 households on average, compared with 496 for 2015’s crop.”  Unlike the top 1,200 Financial Advisors, our goal is to have around 25 high-net-worth client households with a minimum account size of $1,000,000 and a minimum net worth of $5,000,000. This approach allows us to take more time to get to know you, your values, and your goals and to continuously stay on top of your financial plan.  Our commitment to you is simple: We are going to care more about you, and be more personally devoted to your financial success, than anyone in the world who doesn’t share your last name.