Client Profiles

How We Help Clients Like You

The following client profiles are hypothetical examples, not based on any single individual or CCM client. They represent a composite drawn from our experience over more than 20 years working with multiple clients in similar situations.


We help individuals and couples think through the many facets of retirement and assist with important life planning decisions.

Widow / Divorce

We help widows, widowers and divorcees make important financial and life decisions, often during difficult times.


We help executives and entrepreneurs plan for their financial futures and secure the well-being of their families.

Impact Investor

We help clients align their investments with their values and deploy assets in ways that provide for measurable social and environmental impact.


We help heirs invest and protect their inheritances while also relieving them of the burden of day-to-day management.

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