Who We Serve
At Artemis, our goal is to empower our clients at every stage of life.
Whether they need to create a new financial vision, overhaul their investment strategy, or create a sustainable retirement plan, we provide the expertise and assistance required to help them achieve their objectives.
We specialize in serving the following:
Retirees and Individuals Preparing For Retirement
Retirees and Individuals Preparing For Retirement
Affluent Women
Women’s financial advisory needs differ markedly based on marital status, employment, caregiving demands, and life stage. Through our experience of working with a wide range of affluent women, we have come to learn how to best understand their particular situations and customize our services to fit their needs.
Affluent Women
Women’s financial advisory needs differ markedly based on marital status, employment, caregiving demands, and life stage. Through our experience of working with a wide range of affluent women, we have come to learn how to best understand their particular situations and customize our services to fit their needs.
Physicians
We have helped physicians at all career stages, in practice settings from small groups to large academic medical centers. Our experience has enabled us to understand their distinct financial planning needs, including retirement planning, insurance, and taxes.
Physicians
We have helped physicians at all career stages, in practice settings from small groups to large academic medical centers. Our experience has enabled us to understand their distinct financial planning needs, including retirement planning, insurance, and taxes.
Complicated Compensation
We have experience working with professionals from a variety of backgrounds whose compensation packages present unique challenges and opportunities. We help to simplify complex compensation structures while weighing factors such as concentration risk and tax optimization.
Complicated Compensation
We have experience working with professionals from a variety of backgrounds whose compensation packages present unique challenges and opportunities. We help to simplify complex compensation structures while weighing factors such as concentration risk and tax optimization.
Young Professionals
Whether it’s time to buy a home, start a family, engage in a new career, or start a savings plan, we work with young professionals to develop their financial vision and make more informed choices for their futures. Our planning is right-sized for their needs.
Young Professionals
Whether it’s time to buy a home, start a family, engage in a new career, or start a savings plan, we work with young professionals to develop their financial vision and make more informed choices for their futures. Our planning is right-sized for their needs.
Clients in Transition
We frequently partner with clients during significant life changes such as professional transitions, divorce, remarriage, or inheritance. Part of our work together is educating clients on new areas within finance and investments, particularly if they are new to the topic.
Clients in Transition
We frequently partner with clients during significant life changes such as professional transitions, divorce, remarriage, or inheritance. Part of our work together is educating clients on new areas within finance and investments, particularly if they are new to the topic.