Our mission

The person who does not know how to live while they are making a living is a poorer person after their wealth is won than when they started.png

We collaborate with clients so they can be free to live their best and fullest lives. This is not only our team’s vocation – it’s our passion and purpose.

We help clients make and execute incrementally better decisions regarding their financial resources and wealth so they can sustain the people they love, the organizations they value, and the lives they want to live. In working with our clients, we hope to contribute to making our communities and the world a better place to live.


The foundation of everything we do, and are, is anchored in honesty, transparency, and earned trust.


We build relationships shaped by mutual trust, respect, open communication, and understanding.


It’s the “lifeblood” of dependable, durable, and fulfilling relationships.


We strive to keep our commitments.We build and maintain systems and processes to help ensure we fulfill our promises and responsibilities.


We’re dedicated to lifelong learning, focused on a broad array of cutting-edge disciplines, topics, and skill sets. Continued growth helps us to maintain optimal competence in an ever-changing world.


The success of our clients is our primary focus. Our success is commensurate with the service we deliver to our clients.


We keep our clients at the center of everything we do. We are fiercely independent and possess the knowledge, experience, resources, and character to question conventional wisdom, groupthink, herd instincts, and insular thinking. We endeavor to aggregate diversity of opinion from leading experts, firms, and thought leaders into understanding that serves our clients.


We believe that wealth and professional success must be purposeful and meaningful to be of true and lasting value. We observe this admirable quality in our clients and seek to observe the practice in our own lives.

Our values in action

In our practice, we are guided by the principle to “begin with the end in mind.” This idea is the basis for one of our key cornerstones: goal-based planning. 

By beginning with our client’s “why”, we start working with the end in mind. From the outset, the mission is clearly identified, articulated, and understood by everyone. The client mission becomes the “North Star” that guides all we do.


Warren Buffet’s teacher and mentor, Ben Graham, stated, “The essence of investment management is the management of risks, not the management of returns.” And Graham made it clear that risk is inevitable by saying, “Successful investing is about managing risk, not avoiding it.” 

We understand that risk is best managed in advance of events and not in reaction to them. Our goals-based planning model requires that we focus on risks emanating from both capital market sources and other origins.


We collaborate with our clients to free them to live their best lives - those characterized by joy, flourishing, deep meaning, and the opportunity to pursue their highest aspirations and to care for the people and causes they care about. 

This level of freedom requires a strong sense of security, flowing from a high degree of visibility and transparency regarding the soundness and durability of their financial status


The lives of our clients, the financial markets, key economies, and the broader world in which we operate are constantly changing and evolving. We must remain vigilant to ensure that the strategies and tactics put in place yesterday remain appropriate today and will thrive in the future. 

We must endlessly challenge assumptions, forecasts and projections, methodologies, strategies and tactics, and risk assessments to adapt to these changing environments. It may not be enough to “see down the road” - it may be more necessary to try to “see around corners”.