Our Clients

We are grateful to our clients who enable and trust us to manage one of their most treasured assets...... Their Money.

                                                                            Jim Flower

Our clientele is a very diverse group.  They include students, retirees, corporate leaders, doctors, dentists, architects, accountants, attorneys, teachers, administrators, and even professional athletes, just to name a few.  We also work with non-profit organizations and corporations in managing their accounts, as well as their pension and profit sharing plans.

Examples of the types of accounts we manage for these clients are individual, joint, regular IRA’s, Roth IRA’s, simplified employee pensions (SEP’s), trusts, corporate, and custodial accounts.  The important thing is that we cherish all clients, regardless of their occupations or account balances.  We treat all accounts with the same level of care, and they all receive our very best efforts.