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

We work with both individuals and families who are still in the saving and growth stage of their investments and retirement plans. We help them achieve a successful retirement via developing detailed wealth projections and spending plans, designing practical distribution strategies, and ensuring their tax, estate, and insurance plans are fully coordinated and optimized.

Retirees and Individuals Preparing For Retirement

We work with both individuals and families who are still in the saving and growth stage of their investments and retirement plans. We help them achieve a successful retirement via developing detailed wealth projections and spending plans, designing practical distribution strategies, and ensuring their tax, estate, and insurance plans are fully coordinated and optimized.

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.

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

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.

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.