FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Who We Work With

Private Clients

Our Private Clients wish to delegate analysis and decision making to a trusted advisor regarding all aspects of holistic financial life.

These clients see total wealth management as the ability to have their financial lives planned completely in a thoughtful manner, removing the burden of worry. They often seek guidance in wealth transfer and engage AJT for multi-generational planning.

Our Private Clients require total management of holistic wealth, investment, and estate planning issues. We do our best work with clients that come to us 5-10 years before retirement.

We do our best work with clients that come to us 5-10 years before retirement.

Business Owner Clients

Our Business Owner Clients wish to delegate investment decisions to a trusted advisor who has the experience and resources to manage investments in clients’ best interest, in line with their goals and their business.

These clients see total wealth management as the ability to have their financial lives planned completely in a thoughtful manner, removing the burden or worry. They often also seek asset management services for their business, trusts, estates and conservatorships.

Our Business Owner Clients require total management of holistic wealth, investment, and estate planning issues in addition to business management services and transition consulting.

We will create a custom personal and business plan, reviewing goals and risk tolerance parameters, as well as maintain all aspects of the investment accounts. We will provide an annual investment review to make sure your goals are still aligned with your investment strategies.