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
October 2025: The Market’s High Wire ActSeptember is usually Wall Street’s villain, robbing the stock market of momentum and investment gains. But not this year, as the S&P 500 and the Nasdaq closed out their best September in 15 years. The S&P 500 and the Nasdaq rose 3.5% and 5.6% (Read More)
Market Pulse
October 2025: No Surprise! Government ShutdownWith a government shutdown officially underway, I wanted to take a minute to share some insights and strategies for both coping with it as an investor as well as a few things we are considering on our end. The short story here is that the scale of any potential damage is dep (Read More)
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)