Did you know that wealth among brothers is more correlated than height or weight? So, if you are tall and rich, your brother is more likely to also be rich than he is tall. Your relationship with money is a deep seated one. The way you feel about it likely cannot be separated from your upbringing-your genetics even.
Suffice it to say-it's highly personal, which is why our approach to wealth management is, too. But regardless of where you are in life, we believe there is something we can do today to help you invest in your tomorrow. This means that money, and the way a person thinks about it, is about as emotionally complex as it gets.
Suffice it to say-it's highly personal, which is why our approach to wealth management is, too. But regardless of where you are in life, we believe there is something we can do today to help you invest in your tomorrow. This means that money, and the way a person thinks about it, is about as emotionally complex as it gets.
Services
We believe in growing your precious, hard-earned money so that ultimately, you can spend your time doing what you love, and we will worry about the rest. We listen to you, we care about you, and we understand you. Our clients and the relationships we have are what make us love coming to work everyday.
We believe in growing your precious, hard-earned money so that ultimately, you can spend your time doing what you love, and we will worry about the rest. We never stray from our order of operations, which first and foremost begins with understanding your individual circumstances, needs, and desires, which becomes the basis for a strong partnership to jointly develop a proper course of action.
In reality, most plans will change after they are put in motion. But there is so much value in planning. It defines the goal or the outcome we desire. And that's the most important part of the original plan-that the destination is clear; that the reason you're on the journey in the first place is understood.
Our goal is simple: to be relentless in the pursuit of knowledge so that we can help you become more financially literate. Nearly one-third of our employees are currently pursuing an industry certification, and nearly one-third already have at least one. Everything finance-y and business-y we're reading and listening to, plus our long-time favorites.
Regardless of where you are in the financial life cycle, we can confidently say that you could benefit from a plan. Learn why from Billy Cooper, CFP. We've compiled a list of our top book recommendations for learning about the markets and gaining a nice foundation for understanding finance. Here's a checklist for all you 30-somethings out there looking to improve your financial well-being today.
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