Wealth Isn’t About Luck
We believe it’s more likely the result of a solid plan that’s designed to help you accumulate wealth — day after day, year after year.
Put your future into focus today.
Working with Us
The Earth is round.
Seems like a simple, irrefutable fact—yet some swear up and down this isn’t the case. The people we choose to work with don’t try to argue things that don’t make any sense. Our clients understand that the equation is simple: Diversification4 + time = potential success.
One year does not a portfolio make.
Imagine if the value of your whole life were judged by a single year—and someone else got to pick it. Not exactly fair, right? That’s why we take a big picture view of your finances. And we invite you to do the same.
Patience is more than a virtue; it’s a discipline.
Patience is a little like wealth—you’re more resilient the more you have. Patience is an art and a discipline, like mastering the violin. You get good with practice. Those who bail may fail.
Wealth doesn’t make any sudden moves.
Panic isn’t a good look. It’s also wildly ineffective. We do neither. Instead, we strive to provide a consistent and diversified approach to your wealth.
Risk isn’t a what-if, but a when.
More often than not, people tend to overestimate their risk tolerance. Be honest with yourself about how much risk you can take and sleep well at night (SWAN). Because you know the market will change at some point, whether you like it or not.
Greed and fear undermine your future more than any market correction.
You think the market is unpredictable? Emotions are worse. Greed can cause you to lose trust in what works. Fear can cause you to lose faith in everything else. So, we keep an even keel—and aim to outlast market corrections and emotional overreactions.
Never underestimate a base hit.
Everyone loves a home run. But if you’re swinging for the fences day after day, year after year, you’re setting yourself up to fail—or at least be very disappointed. Base hits can still win the day.
Money is to wealth as weather is to climate.
Money comes and goes; it’s subject to storms. Wealth, on the other hand, is climate; it’s not defined by the day or the year, but by decades. It’s steady and gradual, while shaping and reflecting its environment.
Your future is a moving target.
We’ll never take a set-it-and-forget-it approach. Playing the long game means course correcting in an effort to ensure that your money, your actions and your life are aligned with your goals.
Romance and suspense have their place—but not in your portfolio.
Your money’s story should be less like a nail-biter… and more like a classic tale: One that’s thoughtful, artfully done and required reading for generations to come.
2) As of 12/31/22
3) Biographies and Designations here
4) Diversification is an investment method used to help manage risk. It does not guarantee investment returns or eliminate risk of loss including in declining market.
Some Things Can’t Be Rushed.
Like Trust.
We promise every conversation will be as it should: With a focus on substance over speed and quality over quick fixes.