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.
“… a firm’s leaders should have the ‘courage and commitment’ to question whether a particular practice is truly ethical or truly in the best interests of clients and customers, no matter what the lawyers say. It means that ‘customers always come before the balance sheet and not the other way around.”
― James P. Owen, Cowboy Ethics: What It Takes to Win at Life