Who We Serve
We’re honored to serve over 265 individuals and families, managing $845 million in assets on their behalf as of the end of 2025.
Below is a snapshot of our typical clients. That said, every individual and family is unique – you may not fit neatly into one of these categories.
Typical Clients
Accumulators who are actively building their wealth through disciplined saving
While each client is different, many are time-impoverished, high-earning executives or professionals with complex financial lives, including:
- Equity compensation (RSUs, stock options)
- Trading restrictions (insiders, Section 16 officers, 10b5-1 plans)
- Deferred compensation plans
We frequently work with professionals in the tech sector nearing liquidity events, as well as business owners seeking tax-efficient strategies for after-tax capital
- Early career professionals typically have ~$1 million in investable assets
- Mid-career professionals typically have ~$2 million+
Retirees who rely on their portfolios to support the life they've envisioned
With CFPs and CPAs on staff, we design customized distribution strategies to:
- Preserve wealth
- Minimize taxes
- Facilitate asset transitions to heirs or charitable causes
Our typical retired client has ~$3 million+
What Our Clients Have in Common
All Perspective clients share a desire for a high-touch, comprehensive approach. We integrate deeply into their financial lives – offering investment management, financial planning, and tax planning – while coordinating closely with trusted professionals to address insurance and estate planning needs.
Are We the Right Fit?
Due to the depth and customization of our approach, our firm may not be the right fit for everyone. If your financial situation doesn’t align with the complexities we’re designed to address, we’re still happy to connect – whether to answer a few questions or refer you to a firm better suited to your needs.