Our Clients
‘The universe is made of stories, not of atoms.' — Muriel Rukeyser
Understanding Stories, Building Relationships
What kind of client is a North Berkeley client? Click through for some examples of the types of clients we take care of and the financial problem-solving we work on with our clients. There is really no ‘average' or ‘typical' client. We do find that clients who get the most out of working with us do so across the entirety of their financial questions and broad life goals. With our clients, our relationship tends to deepen over time because we get to know our clients quite well over time. We believe we offer our best value when client investment assets under management are greater than $500,000.
Please note that the stories we tell here are broad examples shared after years of working with hundreds of clients. No person or name actually represents a unique client situation, as our client relationships are held in strictest confidence.