Holistic Wealth Therapy

Connecting To
What Really Matters

We are skilled financial advisors, adept investment planners and insightful risk management strategists. But there’s another aspect of our work that’s equally important. We refer to it as “wealth therapy.”

Life doesn’t happen in a vacuum, and neither do your finances. Our team is a group of real people, with real lives and real issues. And we’re not afraid to bring that personal element to the table when we are working with clients. In fact, we pride ourselves on it. Sure, we love discussing market returns, economic outlook and asset allocations with our clients. But we also care about the other aspects of our clients’ lives – their victories and their setbacks, their mishaps and their celebrations. We are here for all of life’s ups and downs.

Money is one of the biggest stresses individuals and families typically have. We get it! And we’ve found that our rare level of integrity, honesty and authenticity create an atmosphere that’s unlike most financial services firms. Our clients know they can come to us with any issue or concern, and that we’ll listen without judgment and provide thoughtful, holistic financial advice. It gives them yet another layer of emotional confidence and peace of mind. We will happily devise intelligent tax reduction strategies and thrash out your best retirement plans. But we will also help coordinate bills when you realize your aging parents are struggling, or teach your kids how to balance a checkbook. We’ll pick up the phone when you call in a panic, or find time to meet when you’re suddenly faced with a major life decision. We don’t see that as “extra.” It simply comes from being part of the family.

Holistic Wealth Therapy
We are here for all of life’s ups and downs.
Financial Planning for College