How We Operate

Following the fiduciary standard, we are committed to you the "person" in the "personal" relationships of investment planning. We keep you at the front and center of everything we do. Rather than spend your time hoping you have enough, let's discover what having enough really means to you. Let's clarify it with an investment plan that is clear, concise and compelling. To that end, complete transparency is critical. Our investment planning costs for advice are customized to you based on the depth and breadth of your situation. Next, we want you to fully understand any additional costs for product or investment strategies as a part of your investment plan. We believe in complete and full disclosure.

    We've been voted a **Five Star Wealth Manager and placed in the Wall Street Journal. We understand philanthropy and the blessings of giving back. Here are just a few of the organizations we consistently support:

    • 360 Communities
    • Stronger Together Ministries
    • Lakeville Rotary
    • Lakeville Chamber of Commerce
    • Community Youth Sports
    • Local Churches
    • Campus Faith Clubs
    • Young Life

     

     

    As business owners and family members, we understand the challenges you face.

    Our mission is to enhance and protect your family and business with a clear succession plan for both.

    We are committed to pursuing your goals and look forward to meeting you personally.

     

    **The 5 Star Wealth Manager is an award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Prior to 2012, award was based on client satisfaction. Respondents evaluated criteria such as customer service, expertise, value for fee charge and overall satisfaction. The overall score is based on an average of all respondents and may not be representative of any one client’s experience.