Align Your Wealth with Your Well-Being Through a Multigenerational Planning Approach
Our mission is to cultivate a practice where we loyally care for our clients’ entire families, helping you transfer wealth through generations. We value character and humility far more than a person’s net worth, and we develop strong relationships so we can help you align your wealth with your values. We serve generous, hardworking people in all different stages of life, so whether you’re a seasoned business owner or just starting your dream career, we honor your journey and look forward to walking the trail beside you.
Here are some indicators we’d be a good fit for each other:
✓ You’re willing and excited to engage in a long-term relationship and planning process.
✓ You see wealth management as a way to bless others beyond yourself.
✓ You appreciate expert guidance and want help making wise decisions.
We might not be the firm you’re looking for if...
✓ You’re interested in individual solutions rather than a comprehensive plan for your wealth.
✓ You’re looking for trendy investments in hopes of quick returns.
✓ You don’t want suggestions or advice about how to best accomplish your goals.
“For one thing, it raises the question of what success really means. We live in a culture shaped by an unspoken, yet very powerful, assumption that success means money and all the things it can buy. So many of us unquestioningly devote most of our energies to striving for material success. It’s easy to get caught up in the cycle of constantly pursuing the bigger job, the nicer house, the more luxurious car. But once you embrace the idea of living by a code, it becomes clear that individual character ~ not your job title, your lifestyle, or your bank account ~ is the true measure of who you are.”
― James P. Owen, Cowboy Ethics: What It Takes to Win at Life