Helping you attach meaning to your money.

Our philosophy begins with purpose.

The path to the correct portfolio begins with purpose.  Your purpose.  Your values.  Why we manage your money is as important as how we manage it.  In fact, we are only managing it until you find something more meaningful to do with it.

When people find us, they are already wealthy.  They hire us to keep them that way.  The best way we know to do that is to attach meaning to the money we manage. 

We take our clients through a process upfront which is:

PURPOSE - GOALS - PLAN - PORTFOLIO

Purpose is the why.  Goals are the what. Plan is the when.  Portfolio is the how.

Portfolio is last because the solutions reveal themselves when the problems are correctly identified and understood.

 

Bud Finch

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