Our approach is anything but ordinary; we are redefining the art of managing wealth. With a singular focus, we build and manage your wealth, and seek to grow your net worth. Working with wealth builders, business owners, and families with complex needs, our process helps you stabilize your finances so you can thrive and live a purposeful life. As fiduciaries, in advisory relationships, inspired by biblical principles, your financial well-being is more than a responsibility, it's a calling to serve with excellence. That is why we strive to exceed your expectations in every aspect of our partnership.
Financial wellness includes several major factors, including: cash flow, managing debt growing your net worth, planning for the unexpected, and living live on purpose and for purpose.
Planning starts with understanding your personal purpose and vision. From there, it’s our job to help build out appropriate financial goals and strategies to help you live your purpose. Without a vision, people wander.
Comprehensive Investment Management Services that represent who you are and the and aligns with your purpose and vision. We can either directly manage your assets through our custodian LPL or help you self-manage your accounts at your broker of choice. Either way, we’ll help you figure out the best way to navigate the markets to align with your financial goals to grow your wealth to support your purpose.
Our goal is to optimize your tax planning so that when you pay Uncle Sam, you don’t leave him an unnecessary tip on top of it. We help our clients take advantage of all the tax deductions, tax credits and tax exemptions that Congress and the Internal Revenue Service (IRS) will allow. These tax breaks and tax strategies offer ways for you to reduce your taxable income — both today and in the future.
Estate planning is an overlooked and under-implemented part of most people’s financial plan. We are here to intentionally make sure this part of the process is not only set up, implemented, but also communicated with those involved. It’s important to take time to care for those you love when you are not here one day to carry out your own wishes.
Wealth Builder | Wealth Management | Wealth Management+
