Stewardship for Life

published on Mar 24, 2015

There are different kinds of wealth. You have personal wealth, which manifests in your family, relationships and values. You have business wealth, which speaks of your integrity, ambition and work ethic. You have financial wealth, which allows you to express your values and ambition in tangible ways. The management of wealth, however, seems to get more and more complicated with each passing year. Our coordinated strategies are based on what matters to you; your family, your legacy, your goals and your dreams. Our process merges your personal, business and financial wealth to create a wealth plan that turns complexity into confidence.

Challenges of Wealth

Stress from Financial Complexities

of Creating a Legacy

Fear of Loss

Unintended Consequences

of Creating a Legacy

A common fear that most high net worth individuals have is that their life’s work and accomplishments will not make a positive difference for their heirs and the world. They wish to create a legacy that reflects their values.

Unintended Consequences

Many individuals who accumulate wealth do not fully utilize their resources due to the fear of their wealth running out. Additional worries can also be generated around children and grandchildren and how they will handle their responsibilities relating to wealth in future generations. This is a reasonable concern. A high percentage of families that successfully maintain their wealth have internal problems created by that wealth, rather than the increased opportunity they had hoped for.

Our Fiduciary Commitment


A fiduciary is an investment professional or financial advisor who is legally required to act solely in the interests of their clients. By law, their advice and recommendations must align with a client’s specific objectives, timeframe and risk tolerance. We are fiduciaries, and must adhere to a Fiduciary Standard – the highest standard in the financial services industry. We have a legal obligation not to subordinate clients’ interests to our own. We act in your best interest and must set aside personal motives and avoid conflict of interest, in favor of pursuing the best solution to your unique situation. Included in the fiduciary standard are the duties of loyalty and care – for our clients’ only. We are fiduciaries. Legally bound to put our clients’ interests first.

Awards & Accolades

(Click publication name for further details)