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What We Do

Intention Driven:  Every action we take must have the intent behind it of fulfilling the things in life we are passionate about.  Whether it is your family, philanthropic goals, or personal development, we are here to help align your financial decisions with your personal passions.

Holistic Planning:  Investments typically get the most attention but they represent one of the many pieces that go into your financial life.  Our role as your financial representative is to make sure we are not only addressing all facets of your financial picture but also the areas outside of the numbers that matter even more.

Client Education:  We will help you gain the knowledge and understanding of what goes into your holistic plan.  This foundation will help you to have the assurance that your plans are appropriate.

Risk Management:  Achieving your financial goals also requires planning to help offset the potential pitfalls of investing.  We want to help you ensure that you and your family are protected from any unexpected events that life may throw your way.

Customized Investment Strategies:  The investment world is filled with thousands of options.  Your biggest investment decision is determining which options are potentially right for your situation.  Our tailored portfolios can help to put you on the path to financial prosperity. 

Socially Responsible:  The choices we make impact more lives than our own.  We feel a responsibility to the community to make decisions that meet our clients needs and the needs of those around us.  The true win-win scenario is when the client and their community can benefit from everyone achieving their goals.

We also offer assistance in:

  • 401(k)/403(b) plan design and ongoing administration
  • Holistic planning
  • Personal concierge services
  • College education funding strategies
  • Proactive asset management
  • Multi-generational family planning
  • Philanthropic/charitable giving strategies