Wealth is about more than just money

The fundamental difference between wealth and money is the ability of wealth to be self-sustaining and to grow. If you own baskets full of apples you can eat one whenever you wish and may be able to trade some for other necessities. Eventually though, you’ll run out of apples. If you own the apple tree however, you will never go hungry. Our approach to managing your wealth is to define your goals and then invest the seeds to grow an orchard.

We help you reach your goals using our Life Compass process

Life is a journey. Together, we create a customized road map to clarify where you want to go and how to get there. Our job is to ensure you stay on track toward your financial and non-financial goals, and the Life Compass helps us know we’re moving in the right direction.

DISCOVERY Where Do You Want to Go?

As a first step in your financial journey, we get to know you and help you clarify what you want your money to do for you.

PLANNING How Will You Get There?

Next, we analyze your financial resources and develop the strategies and tactics needed to achieve your goals.

IMPLEMENTATION Making It Happen

We hand craft your portfolio based on our business ownership investing approach. We implement agreed-upon strategies and tactics, coordinating with other experts as required.

MONITORING & REPORTING Charting Your Progress

Throughout the process we report on your progress and act as your “hand on the tiller” to ensure you stay on track to achieve your goals

 
 

Our portfolio management services