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Prospective Clients

We work with a select group.
Here is how we think about fit.

The relationship between a client and their wealth management team is one of the most consequential partnerships in their financial life. We take it seriously, which means we are equally as thoughtful about who we work with as you are about who you trust.

Who We Serve

Affluent families and business owners with complex financial lives.

Our clients are not defined by a single number. They are defined by the complexity of what they have built, and the seriousness with which they approach protecting and growing it. They are business owners, executives, professionals, and multi-generational families who have reached a point where generic wealth management is simply not enough.

They come to us because they want a team that knows their full financial picture, not just their portfolio, and a plan that moves with them as their lives evolve.

The clients who benefit most from our process tend to have significant holdings across multiple accounts and entities. In practice, that usually means a net worth of $10 million or more.

The Right Match

“The relationship between a client and their financial planner is highly professional and deeply personal. Its productivity depends on how well we understand one another.”

J.D. Pellecchia, CFP®, Founder
Client Profiles

Our clients tend to look like one of these.

The Business Owner
You have spent years building something valuable. Now the question is how to protect it, grow it efficiently, and eventually transition it, whether to a successor, a sale, or the next generation. Your financial life is inseparable from your business life, and your plan needs to reflect that.
The Executive & Professional
Concentrated equity positions, deferred compensation, and complex income require a different kind of planning. You have earned your wealth through performance. Now you need a team that can optimize it, diversify it thoughtfully, and integrate it with your estate and tax strategy.
The Multi-Generational Family
Your wealth spans more than one lifetime and more than one set of goals. You need a plan that coordinates across family members, disciplines, and decades. One that honors what you have built and ensures it outlasts you on your terms.
The Pre-Retiree or Retiree
You have done the work. Now you need a plan that makes sure your wealth sustains the life you built it for, without unnecessary tax erosion, unnecessary risk, and with a clear answer to the question: “Will this last?”
“For the first time, they could see exactly where they stood and exactly where they were headed.”
Shared Values

We are selective because the relationship matters.

We serve a select group of clients with whom we share the values of honesty, integrity, and trust. That is not marketing language. It is how we have maintained a 99%+ client retention rate and why the majority of our new client relationships come by way of introduction.

Honest by Design
Our clients do not participate in, nor endorse, unethical financial activity. Neither do we. That alignment is non-negotiable, and it is the foundation on which every plan we build is constructed.
Methodical, Not Impulsive
Our clients are not reactive risk-takers. They built their wealth through discipline and intention. We manage it the same way: with deliberate strategy, no shortcuts, and no departures from the plan without purpose.
Access to Decision Makers
Our clients prefer working directly with the owners and senior partners, not with a rotating cast of junior associates. That is how we have always operated. It is not a perk. It is the standard.
The Client Pledge

What you can expect from every engagement.

We do not take on relationships lightly. When we agree to work together, we are making a commitment to your goals, your values, and your financial future. This is what that commitment looks like in practice.

  • We will develop a wide-ranging, objective financial plan built entirely around your goals, not our product shelf.
  • We will keep you informed before, during, and after every decision. Nothing moves without your understanding and approval.
  • We will coordinate across estate, tax, retirement, and investment disciplines so nothing is siloed, overlooked, or working against another part of your plan.
  • You will work directly with our senior partners, the people who built this firm and are accountable for your outcomes.
  • We will proactively identify what should be on your radar before it becomes a problem, not react to it after.
  • We will act as fiduciaries, legally and ethically bound to your interest above all else.
J.D. Pellecchia, CFP®, CIMA®, CKA®
Managing Partner & Founder
William L. Mehserle, Jr., AIF®, CFP®, CPWA®
Partner
Your Existing Advisory Team

Coordinating with the advisors you already trust.

We work in close, ongoing coordination with our clients’ CPAs, estate attorneys, and insurance professionals. Your existing advisory relationships are not replaced. They are enhanced. Our role is to serve as the financial quarterback, ensuring every advisor on your team is aligned and working from the same playbook.

This collaborative approach means your tax strategy informs your investment plan, your estate documents reflect your current reality, and no detail falls between disciplines. It’s the kind of coordination that complex financial lives demand, and that most firms never deliver.

Are you a CPA, attorney, or professional advisor? Learn how we work with professional partners →

Ready to Begin

The first meeting costs you nothing except an hour.

Our initial process is designed to be informative, low-pressure, and genuinely mutual. We describe our services, our philosophy, and our experience. You share your goals and where you currently stand. No decisions are made at the first meeting. Just a real conversation.

Schedule a Conversation

No obligation. No pitch. Just conversation.