Our Clientele
Our clients are fun loving, financially savvy individuals who have a passion for pursuing their goals and enjoying their life.
They are open-minded to ideas about planning for the future.
They tend to be delegators - people who have so many really great things going on in their lives that they want someone who they can trust, like us, to take care of their money, so they can just live their lives.
Our clients welcome a friendly, trusting, and supportive relationship with their financial advisor.
They are eager to refer us to others who want remarkable experiences in their lives.
They have more than $250,000 of investable assets.
Securities and Advisory Services through VSR Financial Services, Inc.,
a Registered Investment Advisor and Member FINRA/SIPC. Wiley Financial Services is independent of VSR.