We rarely have a ‘client’. Whether single, married, a parent, a child, working, or retired and working with us — you likely have a few key characteristics. You’re a boomer, single or facing some big decisions or you’ve been with an advisor for a while and wonder whether there’s a better way forward. Our clients become family to us and so we want nothing but the best for them — today and moving forward.
We aren’t just in the business of managing your money, or building and preserving wealth. We don’t just plan for retirement or protect your estate. We understand you have many things you want to do and accomplish on your way to your own personal definition of success and vision of life. We take all of that into account — all your roads — to create a truly holistic life itinerary you can follow as you work toward true fulfillment and accomplishment.
We call it VisionMapping and it goes beyond financial planning or investing. It’s the thoughtful creation of a comprehensive life plan so you can be educated and prepared to walk the many roads of life with confidence, live your best life every day, and leave behind something much richer than just money.
It includes investing, contingency planning, longevity planning, estate planning, and sharing your goals and values with your family so they can walk in your footsteps. It also includes preparing your family — or those closest to you — for life’s progression. It’s meaningful, personal, powerful, and will help guide you to realization, clarity, and reward.
Many firms have a strict minimum balance requirement to join. While we cannot take every client, we can accommodate a variety of situations because of our unique business model. The one thing we don’t compromise on is giving holistic advice from the eyes of experience. Our services are flexible, consistent across our team, and are structured so that whether you use all or just a select few, we will strive to have an impact greater than the balance in your account with us. Because to us, you’re family.View a Complete List of Our Services