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
January 2026: 2026 Outlook: What’s Ahead?The month of December turned out flat for stocks, but it capped off a strong year. For the month, the Dow eked out a 0.7% gain, the Nasdaq squeaked out a nominal 0.5% gain, and the S&P 500 trailed the other indexes, ending the month down -0.1%. For the year, the Na (Read More)
Market Pulse
December 2025: Year End Wrap Up: Uncomfortably BullishNovember was a resilient month for markets. Just a week or so away from the month’s close, the Dow was down 3.8%, the S&P 500 was off 4.4%, and the Nasdaq had lost 8%. But in a remarkable comeback, the Dow and S&P eked out gains of less than 1%. The tech-heav (Read More)
Market Pulse
November 2025: Driving In The FogOctober was another winning month for markets. The S&P 500 added 2.3%, the Dow rose 2.5% and the Nasdaq jumped 4.7%. It’s been a banner stretch for stocks which have been buoyed by the ongoing artificial intelligence trade, easing t (Read More)