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Long Live Your Prosperity

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Your wealth reflects your time and talents. How you choose to spend it reflects your wealth’s true purpose.

Our purpose?

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Creating investment plans that help fuel a legacy focused on longevity, brimming with multi-generational opportunity.

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Meet Our Advisors

Paul Adams, CFP®, CRPC®

Managing Director – Investments

View Paul Adams's Bio

Andrew Dickson

First Vice President – Investments

View Andrew Dickson's Bio

Kyle Kuykendall, CFP®

Managing Director – Investments

View Kyle Kuykendall's Bio

Brett Williams, CFP®, CRPC®

Managing Director – Investments

View Brett Williams's Bio

Justin Lewis

Client Performance Analyst

View Justin Lewis's Bio

Ann Seidel

Senior Registered Client Associate

View Ann Seidel's Bio

Kevin Tiv

Senior Client Associate

View Kevin Tiv's Bio

Here, Planning Is Paramount

Your legacy is too important to leave to the whims of a market that doesn’t know (or care) about your goals. That’s why every client relationship starts with a foundational plan, with contingencies for the unexpected built in.

A plan that will evolve with our guidance just as your life evolves.

What We Do

For Our Clients

We Help High Net-Worth Investors and Families

plan not just for next year, but for the next century.

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We Help Retirees

(and those about to retire) plan to enjoy their golden years with equally brilliant confidence.

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We Help High Earners

plan for an enviable, but realistic, financial future.

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Our Services Include

  • Create estate planning strategies that aim to give your legacy longevity

  • Educate and instill financial discipline in younger investors

  • Build tax-efficient portfolios

  • Transfer multi-generational wealth, effectively and efficiently

  • Optimize retirement income and sequencing

  • Guide surviving spouses through a new and unfamiliar financial reality

Our Team At-A-Glance 

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100+ years of combined experience

Hundreds of investing plans created and updated

90% of clients are referrals

Legacies Don’t Happen By Accident.

We invite you to learn what plans we have in store for your financial future.

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