Skip to main content

Our Clients

“The highest form which civilizations can reach is a seamless web of deserved trust.”

Charlie Munger

We seek to form a long-lasting partnership with each of our clients; one that’s built on mutual respect and trust. We continually work to strengthen this partnership by competently meeting our client’s unique financial needs and striving to exceed their expectations.

Client Backgrounds

High Net Worth Individuals and Families
Pre & Post Retirees
Medical Professionals

Shared Client Values

Hard working and Goal Oriented
Net savers that live below their means
Intellectually curious & pragmatic
Candid and Honest
Strive to live by life’s “Golden Rules”

Our customer Reviews

  • Kyle is a jack of all trades. He’s always ready to roll up his sleeves and work on what needs to be done. Most importantly, he is honest, well intentioned and trustworthy.

    – Paul

  • Kyle Schlossman is a very helpful financial counselor. He offers sound financial advice at reasonable rates that considers the totality of one’s circumstances. Kyle helps plan not only for today and tomorrow but also beyond.  And I like the collaborative process he uses versus the one size fits all shoe box that fly by nighters push. 

    – Dan

  • Kyle’s been helping me with my investments for many years. He always keeps me informed about performance and changes that need to be made. He gives me financial confidence and takes the hassle out of having to keep up with the portfolio myself.

    – Kevin