General Info

We are probably a little different from any other firm youâ??ve spoken with in the past. It comes down to our mission, which is truly a passion. We want to bring holistic planning to the middle class and middle-class millionaire families in America. These are the folks who have historically never received this because they were only served by salespeople. The ultra-high net worth investors have had the benefit of coordinated financial planning for years; however, the middle class and middle-class millionaires who need holistic planning the most, unfortunately, have not benefited from this same level of service. It is our belief that these are the most vulnerable to any economic and legislative changes.