Serving select clients across America coast to coast
The clients we serve represent a wide range of ages, occupations, incomes and ethnicities. Less than half live locally in the Tampa Bay area – most reside in other cities such as New York, Boston, Chicago, Indianapolis, Atlanta, Kansas City, and Washington, D.C. The majority are still building their families and careers, balancing the needs of today such as paying for college with their long-term goals such as retirement. Some in the so-called “sandwich generation” are not only caring for their own children, but their aging parents as well. Due to our personal life experiences and professional areas of expertise, we specialize in serving unique niches such as divorcees, independent women, dentists and physicians.