Our clients tend to have several things in common: the desire to work with a professional to manage all aspects of their financial life, the desire to build and maintain a financial portfolio appropriate to their stage in life, and the desire to make the best possible financial decisions for themselves and their families. Our clients range in age from their twenties into their nineties. Most choose us when they are facing a significant financial challenge such as retirement. Our typical client’s net worth ranges between $1 million and $5 million, although we do not require a minimum portfolio size.
Our clients are people who:
Want professional help in managing their financial life
Want to build and maintain a financial portfolio
Want to make the best possible financial decisions
Range in age from 20-90+
Have a net worth between $0 and multi-millions
*Please Note: The scope of any financial planning and consulting services to be provided depends upon the request and needs of the client. Stepp & Rothwell, Inc. does not serve as an attorney, accountant, or insurance agent. Stepp & Rothwell, Inc. does not prepare estate planning documents or tax returns, nor does it sell insurance products.