The household we usually sit with
Age is often 50 to 75. Many own a coastal home and sometimes a second place in Maine, on the Cape, or in Rhode Island. Work histories include a business, medicine, law, engineering, or an executive seat. Some inherited. Some just sold.
Traits we see again and again: they are tax-aware, they dislike being walked through a product book, they want one person who will pick up the phone, and they will own less-liquid investments only if someone they trust can explain the calendar and the K-1.
What $1,000,000 to invest means
It is a typical fit, not a slogan. It usually means investable financial assets — brokerage, IRA, inherited accounts — not the value of the house alone. Households below that number are not banned from a conversation. The work is priced and staffed for complexity at that scale.
Who this is not for
Someone looking for a Boston Financial District brand. Someone who wants a model portfolio with their name on the PDF. Someone who needs a product that can be sold next week. Someone whose only goal is the cheapest index sleeve.
If you are a business owner whose company is the main project, the sister site vimsmallbusiness.com may be the better door. This site is personal wealth along the coast.
Questions we hear
Do you only work with millionaires?
We typically work with households that have $1,000,000 or more to invest. That is a fit guideline, not a velvet rope. A discovery call still starts with what is actually on your mind.
Do you take Boston clients?
Boston is not the target market for this site. We work coastal New England from Maine to Rhode Island, from the Marblehead office.
Will every portfolio include interval funds?
No. We use private investments and interval funds extensively when they belong. Liquidity, taxes, and suitability decide.