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We avoid the easy road of MPT, or one-size fits most. We believe active involvement layered with passive and other strategies can produce outsized outcomes. Our strategies blend deep, institutional and investment data-decades of research, demonstrated results and robust market intelligence: a tailored perspective few can offer. Whether setting you on a clear and bright path for financial freedom, re-aligning investments with higher performers, crafting sophisticated plans for professionals or generational family wealth, we go beyond generic advice. Our unique insights and active management ensure your customized portfolio and plan is maximized, reflects your ambitions and delivers results that stand apart.

White-glove service isn't a buzzword-it's our standard. From the first conversation to every decision made on your behalf, you're treated with the attention typically reserved for multi-millionaire institutional clients by the largest firms. We listen, anticipate, and act, managing your assets with precision so you can focus on what matters most to you. You will have your portfolio-manager’s phone number (us) in your pocket-unlike the majority of investors out there-who have never even met their money manager.

We partner with individuals and families with at least $500,000 in assets, including believers, and professionals like doctors, nurses and pilots, and select investors building towards that level of abundance-who value personalized guidance. If you seek a firm that treats your wealth as a legacy, not just numbers, and can help you navigate your wealth to a higher level, you'll find a home here. Let's explore if our vision aligns with yours.

Imagine peace of mind knowing your investments are handled with expertise and foresight. With discretionary authority, we make real-time decisions, according to your goals-to grow and protect your wealth. Whether high-net-worth accredited investors or those still building toward more abundance, we leverage intelligent portfolio design, elite partner intelligence and diligent oversight in our proprietary portfolios. We include evidence-based insights, deep market research and equity analysis, to maximize your investments as your fiduciary wealth manager.

Your wealth matters, no matter which account it is in. Whether it’s in Employer-Sponsored Retirement Plans like 401(k)s, 403(b)s, 457 or Thrift Savings Plans (TSPs) or held at a custodian under our care, we craft strategies that grow and protect your held-away assets, even before you roll them over. Our clients appreciate how we integrate all their accounts; custodian-based accounts like IRAs, brokerage accounts or held-away account like 401s or 403s. We engage to make the most of ALL your assets. Having professional active management of these can free you from the routine oversight and rebalancing of these and can even make a sizable difference in your account performance over time.

What is the value of true affinity and peace of mind? You're not just a client-we're partners in a journey and we "get it." We're not looking for the easiest pathway-we are seeking a small group of select clients with whom we can have a spectacular relationship. For these clients who join our team, we will leverage personal dedication, paired with a healthy addiction to excellence, to offer a level of service rare in today's world. We currently manage multi millions of dollars in managed and held-away portfolios with the same passion we bring to every client. If this resonates with you and you want a fiduciary in your corner, then we look forward to talking with you and exploring a spectacular fit.