We’re dedicated to helping you manage the risk and reward of everyday life, recover from the unexpected, and realize your highest purpose.
Our work is primarily focused on investment management, retirement planning, and family legacy design. Every client engagement begins with a customized Family Wealth Blueprint which is specifically designed to deliver more clarity, confidence, and contentment in your financial life
Family Communication | Mentoring | Pay it Forward
Every Family Can Design a Lasting Legacy that endures multiple generations with 3 Essential Building Blocks: Communication, Mentoring, and Generosity.
BUILDING BLOCK #1: THE BEDROCK
— Family Communication
The Foundation fall for a lasting legacy is Clear Communication. Taking time to clearly communicate your vision, values, and purpose is the #1 Building Block because your stories, your experience, and your rich heritage is the substance of your family’s legacy.
— Your story will be far more valuable to the next generation than any amount of money. Your Family Wealth Purpose Statement doesn’t cost you anything and yet its one of the most valuable investments of your life.
Need help writing your Family Wealth Purpose Statement? Click Here Now.
BUILDING BLOCK #2: THE KEYSTONE
— Family Mentoring
Trust is What Matters Most in any relationship. Mentoring is a great way to build trust. Family Mentoring is also the best way to build a lasting legacy for your family. The family legacy failure rate over the last two centuries has nothing to do with Estate Planning or Investment Management.
Mentoring the next generation is the #1 way to insure a lasting legacy for your family. Learn more about Family Meetings and Mentoring.
BUILDING BLOCK #3: THE TOUCHSTONE
— Pay it Forward
The true benchmark for any lasting legacy is generosity. Philanthropy goes beyond setting up an Endowment Fund or a Donor Advised Fund in the name of your Family. If you want to leave the next generation touched, moved, and inspired, doing good works together is like miracle grow for your family — and your legacy.
Start writing your Family Wealth Purpose Statement today so that you can Pay It Forward for the next generations.
Charles Schwab provides a full range of securities brokerage, banking, money management, as well as corporate retirement plans.
MoneyGuidePro®, created by PIEtech℠, makes our client experience consistent by delivering high quality financial plans.
The Birkman Method helps unveil hidden qualities within each member of your family and the leaders in your business/advisory teams.
You can work with us in the way that suits you best, either pairing our services with your own team of Financial Advisors, or choose from our roster of specialists for a comprehensive, integrated wealth management experience for your family or business.
Family Wealth Builder will help you customize the best approach for your financial situation.
No matter what your needs are, you’ll have access to a Certified Financial Planner™ professional who can help you customize, and execute your family wealth blueprint.