As an independent firm, our flexible structure and relational approach to serving clients sets us apart in a meaningful way. Our client base is intentionally capped which allows for more frequent check-ins, direct access, and real-time conversations on topics in life (job changes, family planning, relocation) and finances (legacy planning, charitable giving, retirement).

One of our greatest joys is working with clients to find the “why” behind their wealth. We partner with clients on a journey to clarify the purpose behind their money and the greater vision for how they want to utilize their wealth to meet their life and legacy goals. Some topics we may discuss are “How much do I need?” and “Where will this money go when I’m gone?”