Traditional financial advice ignores the fact that bias and biology affect our decisions and incorrectly assumes we use perfect logic to navigate financial decisions.

Additionally, we all have our own unique set of challenges, complexities, and decisions. That’s why it’s essential to choose a wealth management firm you trust. A firm that shares your values and beliefs.

One that helps enhance your life by helping you better manage your money and mindset.

A firm that is investing in innovation and building new competencies to deliver a new discipline in wealth management – one that embraces behavioral science and our humanity so we can help position you to make the best life decisions for you and your loved ones. 

We’ve invested over a decade developing Behavioral Wealth Management because we believe that traditional wealth management is broken. Why? Because it focuses on numbers, not necessarily on helping you understand how your financial resources can help you make more confident critical life decisions.

Our new discipline merges superior wealth management with expertise in behavioral finance/science (the “human factor”), stress and decisions, and life event expertise. Our model is designed to help you make better personal and professional decisions (especially during stressful, expensive life challenges) that affect your money, wealth, and quality of life.

We apply this innovative model to offer:

• Wealth Management
• Investment Management 
• Strategic Business Liquidity Services (Auction, ESOP, Charitable Put-Call, Charitable Bail-Out)
• Estate and Legacy Planning
• Retirement Planning
• Fulfilling Philanthropic Aspirations
• Tax-related Opportunities

Our clients are curious about exploring how their six elements of wealth -- their time, talents, network, body and mind, money, and wisdom -- to enhance their decision-making around life priorities and their financial goals. 

Our clients often:

• Have $1M+ in investable assets
• Are open to exploring their cognitive and behavioral biases such as Money Messages to potentially improve their decision-making and relationship with money
• Own successful businesses
• Run family offices
• Have charitable causes that they passionately support
• Have a family and care about their legacy planning

Importantly, it is our goal to empower our clients with the notion that TIME -- not money -- is their most precious and valuable resource.