Creating Happy, Healthy, Connected, and Secure Retirements
Personalized Planning that goes beyond the traditional dollars and cents
The new era of retirement & legacy planning
It’s not just about money! Retirement & legacy planning today requires a plan that aligns your values, beliefs, family, and health with your life savings and financial goals.
Who we areWealth
Fee-based fiduciaries advocating for you and your family through intentional portfolio design and disciplined management.
Wellness
Inspiring conversations, tools, and resources to help you plan for the mental, social, physical, & spiritual aspects of life.
Our Wellness Strategy
Our Purpose:
Challenge the status quo of traditional retirement and legacy planning with a new framework designed for you!
How We're Different
Fostering better transitions and outcomes for clients, families and communities
Wisdom with wealth!
Passing on wealth without the wisdom used to create it, won’t serve anyone well.
Legacy planning and charitable giving should include aspects of wisdom as well as tax considerations, and income needs.
Market Pulse
September 2025: Preparing For Dual OutcomesMarkets ended the month of August with more solid gains. The Dow led the way with a gain of 3.2%, while the S&P 500 rose 1.9% and Nasdaq advanced 1.6%. The green arrows pushed the stock market to all-time highs with the S&P 500 achieving five record closes in August (Read More)
Market Pulse
August 2025: The Roadside EconomyIt was an eventful month for stocks, with the major averages ending July with gains. The Nasdaq advanced 3.7% and the S&P 500 gained 2.2% while the Dow advanced a slim .08%. The broader gains were driven by a series of trade agreements, stronger-than-expected 2nd q (Read More)
Market Pulse
July 2025: Special Report: The Second Half of 2025For the month of June, the markets provided some radiant sunshine. The Dow gained 4.3% for the month of and rose 5% in the second quarter while the S&P 500 gained 5% for the month and 10.6% for the quarter. Its largest quarterly percentage gain since the fourth quarter o (Read More)