Plan for retirement with clarity and confidence.
Your plan should reflect your definition of the good life.
It should be guided by your values and what matters to you.
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Align your money with what matters to you.
We offer a straightforward process to help you organize, analyze, and optimize your money for retirement.
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Meet Our Team
We know how important it is to feel understood, informed, and supported.
That’s why we listen intently and speak without jargon.
We’ve built our team with you in mind.
Paul Green, CIMA, CIMC
Managing Director - Investment Officer
Private Wealth Financial Advisor
Beth Lewis
First Vice President - Investment Officer
Private Wealth Financial Consultant
You probably have a few questions
We work with people from all backgrounds. To serve our clients well and run a sustainable business, we do our best work with families who have at least one of the following:
- $500,000 or more in investment assets
- $200,000 or more in annual household income
If you value professional advice and want to plan for long-term success, you’re in the right place.
We are planning first financial advisors.
There are two significant areas of financial advice:
Planning and Investment Management
We believe you cannot effectively do one without the other.
In the beginning, we’ll meet to understand your goals, values, and what you want your money to do for you. From there, we’ll collaborate on a plan with action steps related to decisions and investments.
We include two revisit meetings each year where we will help you stay aligned to your plan and adjust when life changes.
Of course, life doesn’t happen on a schedule, and we can meet any time along the way.
Here's the process
We offer full-service planning and investment management, including
- Retirement Planning
- Investment Management
- Cashflow Planning
- Tax Efficient Investing*
- Risk and Insurance Planning
- Lending and Banking*
- Multigenerational Wealth Planning*
- Philanthropic Strategies*
- Financial Education and Counsel
We are here whenever you need to talk through a decision.
If it affects your life, it’s worth a conversation.
*Offered in partnership with your accountant, estate planning attorney, and our internal resources
We charge a simple fee based on the value of investments we manage. This fee is deducted directly from your accounts.
We don’t charge hourly rates or separate planning fees. Planning is what we do, not something extra. It’s a process, not an event.
The process begins with a short call with a member of our team. It’s a chance to get to know each other and see if we are a good fit.
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