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 2024: The Stock Market Championship Team?March offered another boost to markets and capped a solid first quarter. The Dow climbed 2.1%, while the S&P 500 moved higher by 3.1%. The Nasdaq was the laggard, adding 1.8%. It was the fifth straight winning month for allthree major averages. For the quarter, the Dow a (Read More)
Market Pulse
March 2024: Have Markets Risen Too High, Too Fast?The U.S. stock market leaped further ahead in February. For the month, the Nasdaq was the best performer with a 6.1% gain. The S&P 500 climbed 5.2%, while the Dow added 2.2%. It’s been a surprisingly robust start to the year with Nasdaq surging 7.2% for the first two m (Read More)
Market Pulse
February 2024: A Little Market Indigestion?After a rocky start to the year, the markets rebounded nicely allowing all three major indexes to finish positive. The S&P 500 advanced 1.6%, while the Dow Jones Industrial Average was up 1.2%. The tech heavy Nasdaq finished up 1% for the month. It’s a solid start to t (Read More)