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Our firm has account minimums of $500,000 to ensure that we can provide the highest level of personalized service and attention to each of our clients. Managing investments for individuals and families requires significant resources, expertise, and time. By setting a minimum account size, we can effectively allocate our resources and deliver the level of service and expertise our clients expect and deserve. However, we understand that not everyone can meet our account minimums, and we genuinely wish we could help everyone achieve their financial goals.

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