We exclusively work with accredited investors* comprised of individuals, closely-held business owners, professionals, executives, athletes and retirees - people who are influential, responsible, respected leaders in their industries, professions and communities. By limiting the types of clients we serve, we have developed a detailed understanding of the unique financial issues, obstacles and opportunities that our clientele face. Our clients are typically wealthier than other family members and often provide substantial financial assistance beyond themselves and their spouse, including parents, siblings and their adult children. If you fit within this description, we have the capability, experience and expertise to help guide you through the financial intricacies that come with considerable wealth.
The relationship between money and happiness is a complex one. While other firms limit their recommendations to stocks, bonds, mutual funds and insurance products, at EXCLUSIVEADVISORS®, we access institutional investment and private wealth management solutions most other firms can't. We enhance your existing plans using unique and proven strategies that give you the confidence to relax, enjoy life and most importantly, take care of your family. Conviction in what we do; courage to take action; competency based on experience; communication that builds understanding and trust. These are the key qualities of our company and our firm commitment to always provide.....