Our clients are typically Baby Boomers, especially women, with a successful dynamic life and wealth situation. They are introduced to us because of a planned or unplanned economic change, such as retirement, inheritance, sales of a business, or other life transition that will require a shift in their financial well being. Our holistic consultative process is uniquely suited for these circumstances. Our most successful clients have the following characteristics:

• Willingness to be responsive and open to our advice
• Willingness to commit to a long-term relationship of 3 or more years
• A dynamic life/wealth situation
• Willingness to have FMR Wealth Management advise a good portion of their investment assets