We are
Private
Wealth
Managers

We provide coaching, education, and advice on the disciplines of wealth management which allows our clients to manage their lives and wealth more effectively.

We also understand the challenges our clients face in managing their careers, families, and personal lives by providing support that will help them:

  • Focus on what they value the most
  • Broaden their perspective
  • Improve their ability to ask better questions
  • Enhance their ability to make better decisions
  • Simplify their lives
  • Elevate their quality of life

What is Private Wealth Management?

We define Private Wealth Management as the proactive holistic approach to the effective management of investible assets, personal, and real property.

The typical approach of a commission based, transactional product specialist, or “financial advisor”, is to take a needs based selling approach for them to illustrate the need by helping you “dig the hole” so they can present the solution by “throwing you a rope” and thus close the sale. This approach has been extremely successful and profitable for the salespeople and product manufactures to play on the emotions of the unsuspecting public whose perspectives are limited.

We have chosen to focus our attention on the process rather than the products. This is what led us to the development of the Six for Life Model® and the Six for Life Blueprint Program®.

Lasting
Relationships
are built on
trust

– We listen.
– We don’t judge.
– We don’t try to fix.
– We seek to understand.
– We answer the phone when you call.
– We fiercely guard your privacy and confidentially.
– We understand life and money because that is what we do.

Ready to learn more? Contact Us.

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Our Core
Principles,
Values,
Mission,
Vision,
and
Approach

Guiding Principles:

  • Life is based on trust and to be absent of trust is to be absent of value.
  • Anything of lasting value in life requires continuous focus, time, and energy.
  • To honor our stewardship responsibilities with the liberties that we have been given.

Corporate Values:

  • Independence
  • Integrity
  • Conviction
  • Stewardship
  • Legacy

Our Mission:

  • Our mission is to be an advocate for our clients while focusing on sustainability of quality of life.

Our Vision:

  • Our vision is for continuous and sustainable growth in our ability to provide low cost, best in class, Private Wealth Management services.

Our Approach:

  • We embrace a proactive, fair-minded, holistic, qualitative, and quantitative process.

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Let’s talk about life…

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