Broker Check
Impact & Scale

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 2021, the following milestones came into focus …

$600M

$600M

Provided advice on over $600,000,000
of TOTAL CLIENT ASSETS entrusted
to our firm.

$373M

$373M

$373 million in MANAGED ACCOUNT ASSETS.

720

720

Engaged in 720 FINANCIAL
PARTNERSHIPS (managed accounts
and financial plans)—30% growth in
the number of people that are more
intentional, purposeful, and generous
with their money.

15 / $100k

15 / $100k

Aligned with over 15 LOCAL
NON-PROFITS and invested over
$100,000 into ORGANIZATIONS,
RELATIONSHIPS AND PROGRAMS
that are meaningful to our clients and community.

$3.5M

$3.5M

Facilitated over $3,500,000 in
CHARITABLE GIFTS FROM CLIENTS
TO LOCAL CHURCHES AND
CHARITIES: $3,500,000 of asset-based gifts (stocks, funds, QCD’s) to churches, charities and donor-advised funds.

100s

100s

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.