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 2024: Is A Market Pause In The Cards?After getting off to an ugly start, the stock market ended the month of August with an impressive recovery. The major indices ended a volatile month on a high note with the S&P 500 posting a 2.3% gain, while the Dow climbed nearly 1.8%. The Nasdaq eked out a 0.7% advance (Read More)
Market Pulse
August 2024: Special Market ReportIt’s been an interesting start to August for the markets, so I thought I would send along a few thoughts and ideas on what is going on and what investors can do from here. As you may know, in the last 3 days of trading, the Dow has fallen roughly -5%, the S&P 500 is [& (Read More)
Market Pulse
July 2024: New Market MindsetThe U.S. stock market rallied once again in June and turned in a solid first half of the year. For the month of June, all three major indices gained ground. The tech-heavy Nasdaq led the pack with a month-to-date rally of nearly 6%. The S&P 500 and Dow gained 3.5% and (Read More)