Impact & Scale
Our Mission:
Empower people to live intentionally.
Live Your Purpose:
Retire sooner.
Travel the world.
Start a business.
Give more.
College for kids.
Change careers.
Volunteer.
Disney with grandkids.
Time for others... Time for yourself!
As we lived out our mission in 2022, the following milestones came into focus …
$625M
Provided advice on over $625,000,000
of TOTAL CLIENT ASSETS entrusted
to our firm.
787
Engaged in 787 FINANCIAL
PARTNERSHIPS (managed accounts
and financial plans)— 100’s of more people that are more intentional, purposeful, and generous
with their money.
$344M
$344,000,000 in MANAGED ACCOUNT ASSETS.
25 / $72.5k
Aligned with over 25 LOCAL
NON-PROFITS and donated over
$72,500 into ORGANIZATIONS,
RELATIONSHIPS AND PROGRAMS
that are meaningful to our clients and community.
$770,575
Facilitated over $770,575 in
CHARITABLE GIFTS FROM CLIENTS
TO LOCAL CHURCHES AND
CHARITIES of asset-based gifts (stocks, funds, QCD’s) to churches, charities and donor-advised funds.
Over 1300 People
ASSISTED HUNDREDS OF CLIENTS
with once-in-a-lifetime financial events
like retirement, college education,
purchasing second homes, bucket list
experiences, and estate/charitable
giving plans.