About

About Us

Our Mission: Through intentional planning, we empower you to live your life of most significance.

Our Core Values: Faith & Family, Generosity, Honesty & Integrity, Commitment to Excellence

How We Work Together 

Whether you're a multimillionaire or just starting on your financial journey, we offer solutions to help plan for your life goals and the legacy you want to leave. As wealth advisors, we believe it's important to invest my time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

We are blessed to have gained wisdom from years of experience helping people navigate unique situations, and look forward to sharing this wisdom for your benefit. Through our WISDOM process we ask questions to search for what is most important in your life. What do you want out of life? What legacy do you want to leave? What do you want from your wealth? Having conversations around your most significant goals helps us create meaningful recommendations.

Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service.

But we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.

Focus Areas

• Investors Saving for Retirement
• Retirees
• College Savers
• Individuals with Insurance Needs
• Individuals with Estate Needs