Our Values

Values2020-06-23T16:24:25-07:00

The Values of a Certified B Corp

Mission

Our mission is simple: to create a sense of calm so our clients approach financial decisions with confidence.

Vision

A community alive with connection and stewardship.

Values

Relationships
We are committed to our relationships with our clients, our team, and our community. We recognize that our actions affect the whole person and that everyone has a unique story to tell.

Expertise
As financial services experts, we address both technical and personal issues. Thoughtful analysis delivered in an understandable way creates an actionable path for clients.

Creativity
Our team finds creative solutions to the complex realities of our clients’ financial lives.

Collaboration
Collaboration with our clients and their advisors creates stronger outcomes. Diverse perspectives allow diverse possibilities.

Quality of Life
Our company slogan is “Invest in living” for a reason. We want our clients and our community to live well in alignment with their unique goals, values, and circumstances.

Necessity – The Mother of Invention

The vaccine announcements provide hope for the resumption of robust economic activity, but the market and the country will need to navigate a hard winter before the distribution process is functionally underway.

Strange Beauty

November 2020
Join us on a journey into the strange and beautiful worlds of Katie McCann. Her imaginative collages of creatures, plants, and people will delight you.