Defining a Qualified Client
When you visit our website or speak with one of our advisors, you’ll see the phrase: “We serve qualified clients.” But what does that actually mean—and why is it important? A qualified client, as defined by the SEC, is someone with more than $1.1 million in investable assets, excluding the value of your primary residence.
Why Qualification Matters
This designation isn’t just a formality—it allows us to offer you services and strategies not available to the general investing public. Because being a qualified client opens the door to more. More advanced strategies. More personalized planning. More flexibility in how your money is managed. And most importantly—more attention.
High-Touch, Personal Attention
Our advisors work with a limited number of clients at a time. This ensures that we can provide detailed, high-touch service to every individual and family we serve. When you become a Life Story Wealth Planning client, you’re not just getting portfolio management—you’re gaining a true financial partner.
Collaborative, Customized Solutions
You’ll have a dedicated advisor who collaborates with your CPA, attorney, and other trusted professionals. Together, we create a cohesive, long-term plan aligned with your goals and values.
More Than Just Assets—A Financial Story
We take your life goals seriously. Whether it’s supporting multiple generations, building philanthropic legacies, or planning for business succession, our goal is to provide tailored solutions that reflect your life story—not someone else’s idea of a standard plan.
It’s Not Just About the Numbers
Becoming a qualified client isn’t just about the numbers. It’s about having the right foundation for a financial relationship that delivers impact, insight, and intelligent growth.
