Stewardship is primarily relational.
We work hard to earn the trust of our clients in the process of helping them build responsible stewardship in all aspects of their lives and leave a lasting legacy.
About Our Firm
Professional Team
JD PhD AIF® CKA®
Fiduciary
Obligation to Clients’ Best Interest
Fee Based
Financial Planning & Investment Management
What We Offer
Financial Life Planning
Clarify life goals and design customized financial plan
Identify and mitigate risks to your financial life plan
Ensure loved ones and important causes are cared for
Values-Based Investing
Provide vetted, evidence-based investment solutions
Align your investments to support your goals and reflect your values
Gain access to select, private market investments
Family Office Services
Round table collaboration with your tax, legal, and risk professionals
Thorough accounting and tracking of full financial situation
Multi-generational wealth management services
How The Process Works
Wealth management is a process built around the coupling of financial planning and asset management. We view the two as inseparable components of a successful financial life. That is our goal: To help our clients achieve success in all aspects of their finances.
Our process begins by taking a holistic approach to personal finance. Our financial planners understand both the means and the ends they are going to serve before making any investment recommendations.
1 | Discovery Process
We construct a blueprint for a client’s financial plan that becomes the basis of the relationship with our firm. The process consists of several steps culminating in a financial plan mated to a recommended investment program.
2 | Personalized Analysis
The true value of a financial advisor is often being “behavioral investment counselors.” We are here to help bridge the behavior gap – the difference between returns of your investment versus the returns of the average investor.
