May we serve in providence, elevating our client's well-being through trusted advice and wealth management.
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About
A Fiduciary registered investment advisor (RIA)
Protection, Growth, Tax, and Estate Strategy Coordination
Niche is Ideal Fit Businesses, Families, and Individuals
A Values-Based Approach for Ideal Life Strategy
Limits Number of Clients, so as to Provide an Elevated Experience
Provides Open Architecture, Custom Fit, and Service Flexibility
A Remote Business Model Allowing Service Anywhere, U.S.A.
Orchestrates as Appropriate, other Subject Matter Expert Engagements
Embraces Latest and Industry Best Technology
Creator of the Proprietary Investment "T-Squared Alpha" Portfolio
If You're My Client, I Will Have Your Back
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Philosophy
Well-being is dependent on three pillars, health, connections, and financial/other resources.
Financial and other resources are but a way to underwrite a meaningful, purposeful life.
Seeks intentionality of daily optimism and hopefulness, in spite of a fallen world condition.
Believes traditional investment strategy has failed to provide attractive investor
results and experience over the last two decades, requiring a different approach.
Sees a “wall of worry” that continues to grow in ways not seen before,
making strategies with historical references, out of touch with the concerns and risks of today.
Believes that God's Biblical principles and His laws of nature are
best honored and counted upon in our counsel and process.
"And we know that in all things God works for the good of those who love him, and who have been called according to his purpose." Romans 8:28