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Our Approach

Our goal is to work closely with our clients to create a comprehensive Life and Wealth Management Plan.

We begin by applying a disciplined approach involving 8 Life Planning Issues that we feel are crucial for our clients to address. After this thorough evaluation of in-depth questions surrounding each of these issues and examining your family’s needs, values, goals and potential pitfalls, we begin to develop a plan that will help you manage and protect your assets and legacy.

Our family-based firm consists of four advisors who each focus in a different area of expertise and eleven other individuals with unique and specialized abilities, who are dedicated to the care and well-being of the families we work with. We are committed to refining our level of service in a highly personalized way.

We are further supported by the vast resources available to us through our strategic alliances and yours. This is a close association with – among others – estate planning attorneys, CPAs, and ongoing due diligence processes consisting of forums and education which allows us to work from a rock solid foundation.

Life Planning is an ongoing process, not a one-time shot. Therefore we maintain frequent and open communication with each client in order to accomplish three things:

  • To provide Leadership to help our clients live life on purpose;
  • To grow a Relationship to keep our clients informed and to keep us better informed of changes to their current situation, their future, feelings regarding risk tolerance and market conditions, and family dynamics;
  • To provide Creativity within the ongoing process of Life Planning with customized, relevant ideas as an alternative to the ordinary.

The Life Planning process turns the complexity into clarity. Our mission is to give you confidence in your financial future and legacy so that you may enjoy “living Life on purpose!”