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
April 2025: On-Again, Off Again Tariff PolicyMarch wasn’t a great month for markets posting declines of 4.2% for the Dow, 5.8% for the S&P 500 and 8.2% for the Nasdaq. Declines like that usually capture some attention but when the first few trading days of April created a double digit decline for the major indice (Read More)
Market Pulse
March 2025: Which Way Do We Go From Here?February is the shortest month of the year, but it felt anything but brief as markets slumped. The Nasdaq led the way down, sliding nearly 4%, while the Dow dropped 1.6% and the S&P 500 fell 1.4%. Much of that decline came in the final week alone. The Nas (Read More)
Market Pulse
February 2025: The Shock & Awe SeasonJanuary was a bumpy month, but investors came out on top. The three major indices posted monthly gains with the Dow jumping 4.7%, while the S&P 500 rose 2.7%, and the Nasdaq trailed but still advanced 1.6%. Despite the monthly gains, there was a lot of back-and-forth new (Read More)