Our attitudes matter.

We often get asked, “Who do you work with?” Our who is not a person, but an attitude. 

• We work for clients who have or want to have a pragmatic and future-focused mindset. 
• We work with clients who build wealth and care about how it is invested. 
• We work with people who seek advice and weigh their choices thoughtfully. 
• We look for clients who are in it for the long-term and change with life’s changes.

Many financial advisors or wealth managers have income limits or investment limits in order to invest with them. They specialize in people with significant wealth or professionals, or already retired people. Some advisors work with people only in a specific geographic area. This segmenting works for many, but not for us.

We love to work with all kinds of people in all walks of life. 

Diversity is beautiful. We learn from our clients and their stories help us understand and care about the world in new ways. Constantly. Different perspectives and approaches truly help us get more skilled in our work. We do that by working with clients who want to learn and grow their financial future, where ever they are now. We work with clients across the United States.

Our passion is to support people who want to build their financial future deliberately and with support from professionals.  

We are successful when you personally reach your goals, and your goals for your family and the community you live in. We love to see you succeed. Your attitude drives this and we support you in your pursuits.

We work hard to qualify clients by productive attitudes toward investing and financial planning.  We are not afraid to try to train clients if the right attitudes don’t come naturally. 

With you, we assess your capacity for taking risks, for weathering volatility, your fundamental confidence to move forward with the information you have, and to remain engaged in planning. Also, a client’s level of care and courage to be open is important. Money is an intimate topic and “going deep” with that conversation builds a stronger foundation.

In short, we can do our best work for people who are in the best position to profit from it over the long haul.

Is there a defined path? No, there are certain tenants that build a strong foundation and we follow those. But the path is yours.

Is it always easy? Is it always fun? Is it a straight line? Of course not. The market goes up and down, and “up” is a lot more fun than “down.” Pessimism and optimism ebb and flow, and it can be tough to buck the crowd. Any rational person has to scratch their head in the toughest times and wonder whether they are doing the right thing. But together we make appropriate decisions.

Good information with good communication helps drive effective behavior. And we strive for that. Behavior can help determine investment outcomes. Good outcomes can increase account balances. And we get paid on account balances. This is why we are doing what we do.

We don’t care if you engineered the truck, or drive the truck, or own the trucking company… if you have what it takes to invest successfully, we specialize in you. This is why we strive for a niche market of attitude.

If you want to engage with your financial future, schedule an appointment with us. We’d love to hear your story and see if we are a good fit to help you build your confident financial future.