History Matters
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.”
Josh W. Strittmatter,
Chief Executive Officer and Chief Investment Officer
Chief Executive Officer and Chief Investment Officer
Our Mission
Our mission statement is “to enrich, educate, and advance our clients’ lives by providing quality investment and planning advice”.
Your goals, your family, and your future come first. With thoughtful, generational planning and trusted fiduciary guidance, you can feel confident that every financial decision supports the life you want today and the legacy you dream of for tomorrow.
Our Team
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
What really matters is that you're here.
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