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Who we help

sharpen their financial saw

We work with people who are grounded in their perspective and share our values.

We don't require you to have a minimum net worth to work with us, but we are selective in bringing aboard new clients. If you generally identify with the values below, let's have an intro call.

Our Clients Tend to Value:

  • Family, however they define it
  • Being pleasant to work with
  • Professional advice and planning
  • Avoiding market timing and stock picking

  • Long-term investing
  • Having a financially conservative mindset
  • Owning or desiring to own real estate
  • A commitment to building their wealth

Get in touch with us

Schedule a call 

Read about our people

Our Team 

Schedule a Meeting