At Cents & Sensibility, we are privileged to work with some great people as clients! People who are successful, goal-oriented, ask good questions, are positive and who value working with an experienced advisory firm that can truly contribute to their quality of life. People who are looking for the values and comprehensive approach we bring to our client relationships. While some of our clients say they “couldn’t do this on their own”, the common denominator is that they choose not to – for a variety of good reasons.
More specifically, our clients are individuals, couples, widow(er)s and families. Many of our clients are business owners, executives and managers and we do extensive work with educational professionals. About a quarter of our clients are retired. Over time, many of our families have asked to work with another generation – both older and younger- or to work with their siblings or lifelong friends. We take special pride in receiving such introductions.
Our services provide the greatest benefit to clients with investment assets of at least $100,000 or are rapidly accumulating wealth.