Strategy
It’s a pursuit,
not a product.
Unlike some in the financial industry, we don’t have some mythical algorithm or suite of products we attempt to sell you. Rather, our people are our secret sauce. With an unapologetically disciplined approach rooted in science and evidence, we partner together to continually craft and seek to optimize your wealth strategy.
Design | Build | Protect ®
This is our three-step process, and our promise to deliver a better wealth management experience. It serves as a guide for how we keep your values, needs, concerns and hopes at the forefront of everything we do — from the big picture to the smallest of details.
STEP 1
Together, we explore, understand and clarify your life and financial goals.
STEP 2
Extensively researching and applying evidence-based strategies, we put all the wheels of your holistic financial plan in motion.
STEP 3
Through continual analysis, advice and education — we help you stay on track.
Others talk of a comprehensive approach.
We embody it.
We’re focused not only on the basic fundamentals of your financial well-being, but the building blocks for your overall happiness. We want to help you see the bigger picture through the lens of every single smaller one. For every element of your life that involves a dollar sign, we’ll have a perspective.
Net Worth Development
Take an expansive approach to financial planning by focusing on the drivers that contribute most to your long-term financial well-being.
Retirement Planning
Work to ensure the retirement you want by skillfully planning all aspects of your future financial resources to align with your desired lifestyle.
Estate & Trust Planning
Safeguard your financial resources to ensure the legacy and impact you wish to have on future generations.
Investment Planning
Maximize the assets you’ve worked so hard to attain with data-driven investing strategies.
Business Owner Planning
Enhance and integrate the value and capability of your business or professional practice.
Tax Planning
Shape your financial picture with smarter, more tax-efficient strategies.
Education Planning
Ensure the financial access to desired education experiences for your family.
Charitable Giving
Support causes that align with your values while better positioning your financial future.
Health & Insurance Planning
Protect your family and your wealth while ensuring your assets can support long-term well-being.
Comprehensive, and then some.
Part of managing every aspect of our clients’ wealth is providing service and advice that goes above and beyond the expected. Here are additional services we can offer to expand upon our already holistic approach.
A more specialized approach.
Even with the most detailed and comprehensive approach, there are still topics where it’s best to have specialized advisors on hand to help. From practice-integrated wealth management to planning through a divorce, we’re well-versed in helping clients navigate the intricacies in a handful of specific areas:
Practice-Integrated Wealth Management
As a dentist, the success of your practice is the cornerstone of your financial health. You need a customized, comprehensive plan that thoroughly and thoughtfully integrates your professional and personal goals.
Faith-Based Wealth Management
Faith-based Wealth Management begins with your personal convictions. It’s a specialized approach, tailored to honor biblical principles and glorify God through your wealth management decisions.
Planning Through Divorce
Individuals ending their marriage are met with what seems like a million decisions. When it comes to your financial life, you don’t have to make them alone.
LGBTQ Financial Planning
Whether you’re single, married or unmarried partners, we relate your needs and are well-versed in the nuances of financial planning for LGBTQ individuals.
Special Needs Planning
With Special Needs Planning, we can help ensure that a loved one with a physical, behavioral or intellectual challenge has the opportunity to live his or her best life.
Our investment ideology,
tailored to you.
See exactly how and why we bring an evidence-driven approach and sound investment fundamentals to your specific situation and unique life goals.
We're in the business, business
In addition to our holistic approach to wealth management, we offer tailored solutions for business owners, from business valuations and succession plans to value enhancement.