We specialize in helping you extend generosity to others in ways that align with your values. Generosity with oneself and those you care about is the cornerstone of our clients’ financial plan, so you can count on us to lead you toward that pursuit. What makes us different from other wealth management companies is that they often limit their services to portfolio management and financial planning that focus on investment performance and having enough for retirement. They tend to answer questions like “will I have enough” and “how do I make sure that I don’t run out?” We help our clients answer the question “how can I use what I have to enjoy my life by being a blessing to others?” Because our clients’ question is different, our approach is distinct in that we create a financial strategy and invest our clients’ wealth in ways that empower them to enjoy life on their terms by investing in themselves and extending generosity to others through philanthropy and gifting. As fiduciaries, we are committed to acting in your best interest, ensuring that every decision we make aligns with your values and financial goals.