Our family office has been serving clients across the country since 2007. As one of the leading independent wealth management groups in the nation, we are a fee-based firm specializing in comprehensive financial planning for high-net-worth clients like you.
Unlike many other financial firms, we do not offer proprietary products. This means that we have access to most investment options and we only recommend those that are in your best interest. Our goal is to create a pressure-free environment where our only priority is your financial success.
We believe that clients come first and it is our pleasure to serve.
“What sets us apart is our client service, our comprehensive advice, and education. We don’t just provide quality investment management; we do so much more, from helping make decisions around retirement to helping you plan your legacy.”
To be trusted advisors in navigating the complexities of generational wealth, business succession planning, and more. To provide comprehensive financial planning combined with the best client service in the industry so you know that your family is in good hands.
This is why we’re here.
Our mission statement is “to enrich, educate and advance our client’s lives by providing quality investment and planning advice”.
Each and every day, we work to help our clients achieve their financial potential of generational wealth. We do this by focusing on comprehensive, ongoing planning that covers all areas of life, and by providing unbiased and expert fiduciary advice.
From our leadership team to our individual advisors and specialists, our mission is to serve you and your family. We are confidantes, counselors and navigators, dedicated to managing the complexities of family and wealth.
“This may seem cliche, but the core values of our team are integrity, respect, professionalism, and empathy.” – Josh W. Strittmatter
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