Accumulators

This group of clients is usually related to matriarchs and/or family stewards. A few of the prominent traits are:

• The family is prospering
• They have long term goals to fund
• Delegates responsibilities to Professionals
• Appreciates learning
• Builds and encourages relationships between their team of Advisors (Accountant, Attorney, Insurance Agent and etc.)

Our goal is to transform the lives for the current and future generations of clients and to help them create greater life dreams and wealth.