Our Team
A boutique financial services firm
Going above and beyond
We are committed. We never leave a stone unturned. We never leave a call unanswered. We help our clients with matters large and small.
Our Brand
This is us: who we are, where we’re going, how we’re different and what we promise you.
Our vision
Where we are going, and how we’ll know we’re there
- For our clients to build a lasting legacy, something valuable and meaningful that outlives us all, and for us to do the same.
- To raise $25-million in philanthropic donations by December 31, 2028, by educating and challenging our clients and partners.
Our mission
What we do every day to get there
We use our Four Pillar Planning™ process
to help our clients achieve their dreams at every stage of life.
Our character
Our voice: how we act and look
- Personal
- Calm
- Proactive
- Fun loving
- Humbly distinguished
- Small and mighty
Our values
What we believe; our principles
- Going above and beyond
- Explaining things simply
- Working very hard
- Investing in our business
- We are only successful when
our clients are - Giving back to our communities
Our promise
Be strong at every stage™
