Our Mission:Empower people to live intentionally.
Live Your Purpose:
Travel the world.
Start a business.
College for kids.
Disney with grandkids.
Time for others... Time for yourself!
As we lived out our mission in 2022, the following milestones came into focus …
Provided advice on over $625,000,000of TOTAL CLIENT ASSETS entrustedto our firm.
Engaged in 787 FINANCIALPARTNERSHIPS (managed accountsand financial plans)— 100’s of more people that are more intentional, purposeful, and generouswith their money.
$344,000,000 in MANAGED ACCOUNT ASSETS.
Aligned with over 25 LOCALNON-PROFITS and donated over$72,500 into ORGANIZATIONS,RELATIONSHIPS AND PROGRAMSthat are meaningful to our clients and community.
Facilitated over $770,575 inCHARITABLE GIFTS FROM CLIENTSTO LOCAL CHURCHES ANDCHARITIES of asset-based gifts (stocks, funds, QCD’s) to churches, charities and donor-advised funds.
ASSISTED HUNDREDS OF CLIENTSwith once-in-a-lifetime financial eventslike retirement, college education,purchasing second homes, bucket listexperiences, and estate/charitablegiving plans.