Why We Do What We Do
Our Cultural Values
We are united by curiosity, innovation, knowledge, and adventure. Our office is an inventive and open-minded place where people can explore new ideas and alternatives safely and thoroughly.
We are tolerant, compassionate folks who try to do good for the long-term future of the world. We focus on sustainability, global communities, and shared ideals for a better tomorrow.
Characterized by achievement and success, our work environment is an outcome-oriented and merit-based place where folks aspire to dream, plan, and execute new and exciting goals.
What do our wealth managers get asked the most?
By creating a financial plan, you are allowing yourself and your wealth manager the ability to do two important things:
- Design a path guiding you toward your retirement and financial goals
- Customize an optimal investment strategy that fits your path.
We believe that financial decisions are interconnected and that new technology allows us to observe and understand these relationships in ways that have not been possible before. Your wealth manager is empowered by this technology and understanding to help create wealth for you, our member. In particular, we strive to build wealth in five ways:
- Lower Taxes
- Optimize Investment Strategies
- Lower Fees
- Increase the Value of Retirement Benefits like Social Security and Medicare
- Create One Unified System of Wealth Management
“What’s one thing we don’t know about you?”
- I once did a photoshoot for Men’s Wearhouse.I ran away from home when I was 5 years old. I went and sat on the pavement.I'm on the American cast recording for a musical.I love my cat so much I have him tattooed on my arm.
- I love to sing!I used to put on magic shows for kids.I have the same birthday as Monique.I once got offered $180 to eat the world's hottest pepper and did it with minimal crying.
- I've completed 3 marathons, 13 half-marathons, and 7 triathlons.I wanted to be a forensic scientist. An art teacher in high school convinced me to pursue a career in art.I secretly want to be in Stomp.I know how to hang glide.