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
June 2025: Summertime StrategiesThe month of May ended on a high note, sailing through a number of hazards and crosswinds. The S&P 500 added 6.2% for the month, while the Nasdaq surged 9.6%. Both notched their best months since November 2023. The Dow lagged behind but still managed to gain 3.9%. (Read More)
Market Pulse
May 2025: From One Extreme To AnotherApril ushered in a third straight month of losses for both the Dow & S&P 500. Respectively, they were down -3.2% and -0.8%. The Nasdaq escaped the 3rd monthly decline by advancing 0.9% for the month. The stock market has been on an extreme rollercoaster ride th (Read More)
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)