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
December 2024: Portfolio Plans And Strategies For 2025November was another good month in what has been a great year. The S&P 500 was up 5.7%, for the month which is the least impressive of the major indexes. The Nasdaq jumped 6.2%, while the Dow popped 7.5%. Yet, the big winner was the small cap (Read More)
Market Pulse
November 2024: The Election, The Fed, & Looking AheadFor the month of October, it appears that Wall Street had more on its mind than costumes and candy. The Dow ended down about 1%, while the S&P 500 and Nasdaq both dipped -0.5%. The negative returns snap a five month winning streak for the Dow & S&P 500, and (Read More)
Market Pulse
October 2024: Preparation Over PredictionSeptember is usually a black eye for stocks but all the major indices surprised to the upside. The Dow edged up 1.85% and S&P 500 popped 2.14%. The Nasdaq was up 2.7%, logging its best September since 2013. For the quarter, the S&P 500 and the Nasdaq adva (Read More)