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 2023, the following milestones came into focus …

$655M

$655M

Provided advice on over $655,000,000
of TOTAL CLIENT ASSETS entrusted
to our firm.

845

845

Engaged in 845 FINANCIAL
PARTNERSHIPS (managed accounts
and financial plans)— 100’s of more people that are more intentional, purposeful, and generous
with their money.

$445M

$445M

$445,000,000 in MANAGED ACCOUNT ASSETS.

30 / $101.5k

30 / $101.5k

Aligned with over 30 LOCAL
NON-PROFITS and donated over
$101,500 into ORGANIZATIONS,
RELATIONSHIPS AND PROGRAMS
that are meaningful to our clients and community.

$758,000

$758,000

Facilitated over $758,000 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 1400 People

Over 1400 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.