Our core values focus on each CLIENT.
Start with Why
In Simon Sinek’s book, “Start with Why,” he argues that knowing why you are doing what you are doing is extremely important. Sinek starts with a fundamental question: Why are some people and organizations more innovative, more influential, and more profitable than others? Why do some command greater loyalty from customers and employees alike? The answer in short is because the organization understood and believed in why they were doing what they were doing.
Our core values as a principled wealth management and financial planning firm are the answer to our “Why?”
People like Martin Luther King Jr., Steve Jobs, and the Wright Brothers had little in common, but they all started with WHY. They realized that people won’t truly buy into a product, service, movement, or idea until they understand the WHY behind it.
Compassion
- We are all given time, talents, and money to help those in need.
- A portion of our profits goes toward charities that follow our values-based principles.
Legacy
- We believe in passing on more than valuables, but family values as well.
Integrity
- Our moral compass enables us to put your interests first–even when no one is looking.
Excellence
- We never settle and constantly want to improve your experience.
Nimbleness
- We have the flexibility to meet your needs in an ever-changing financial world.
Truth
- We speak the truth in love in every communication and relationship.
