Products and services. Aligned with your priorities.
How does money figure into a happy life?
Our society tells us that happiness is defined by what we have and how much. We disagree. We believe that the idea of wealth, truly defined, is funded contentment and making an impact by living generously. It is the ability to underwrite a meaningful life with purpose.
Every day, we execute our mission by building meaningful relationships and providing personalized financial advice. Some of our clients are wealthy, others come from more humble beginnings.
No two are alike. But they share a common belief: a compassionate and social justice imperative to be good stewards of the given gifts they have.
That’s why we take time to understand your values and help you identify what's most important to you. Working together, we’ll share a vision and craft a plan for your finances.
Services we provide include but are not limited to:
• Holistic financial planning
• Financial coaching
• Investment advisor
• Continuous net worth tracking
• Insurance evaluation and policy selection
• Coordination with your other professionals (legal, tax, banking)
• Life and health benefit consulting
• Wealth accumulation and risk management strategies
• Retirement income planning
• Executive benefits and key person retention strategies
• Employer & employee retirement plan advisory (SEP IRA, SIMPLE IRA, 401k/403b, profit-sharing)
• Business succession planning
• Estate planning coordination
• Tax-advantaged charitable giving and legacy planning
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
