Our client base represents a wide range of professions and backgrounds, including physicians, business owners, executives, retirees and families. The people who come to us have typically spent a lifetime building wealth, and now as they prepare to enjoy the rest their lives, they want to have peace of mind that a team they trust is looking out for their personal and financial interests.

We found that our best clients share the following characteristics:

• They are interested in, and benefit from, a meaningful and long-term advisory relationship. Many of our client relationships can be measured in decades: Two-thirds of our clients have been with us for at least 10 years, and one-third have been partnering with The Lipe Group for 30 years or longer. These long-standing relationships let us make plans that consider not only your values and priorities, but those of your children and grandchildren.
• They turn to us for a sounding board. Whether it’s how to prepare for the transfer of a family business, what colleges their children should apply to or where to spend their golden years, our clients come to us because they know the advice we offer is going to be thoughtful and rooted in their best interests.
• They trust in our judgment. We’re committed to providing guidance that is proactive and candid – even if that means having heartfelt or even difficult conversations. We believe if we told you only what you wanted to hear, then we’re not living up to our responsibilities. We never waver in putting you first.