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Core Beliefs

True Wealth

We believe happiness can only be realized when we find the correct balance between all of the important aspects of our lifestyles. A healthy spirit must be at our centers, with allowances made for family, mind, health, relationships, and personal finances. We encourage you to join us in making daily deposits into each of these areas to live a purpose driven life.

"Wealth is not his that has it, but his that enjoys it."
- Benjamin Franklin

True Confidence

Our focus and center is spiritually based and guides all of the decisions we make whether for our own families or for you, the families we are fortunate enough to help with their financial walk. We have learned that this approach brings confidence and true financial independence from our endeavors on your behalf. We're talking about confidence that comes from sound financial planning, development and execution. And more. We're also talking about the peace dividend that comes from a proper life balance (see True Wealth). That's why our approach is also spiritually based. This complements and guides our financial expertise that we apply on behalf of our clients.

Professional Discipline

We are passionate about all aspects of managing wealth. We are so passionate, that we created a company whose sole mission is to fulfill your vision. We want to be able to provide strategies that strive to increase your wealth mission and nothing else. We have no Wall Street quarterly numbers to hit.

"Discipline is the bridge between goals and accomplishments."
- Jim Rohn


We are fortunate to have the deep resources of an experienced team. We draw upon all of the knowledge of our team to help you work towards your wealth management goals.