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.
ARTICLES
New Frontiers for Energy Resilience
The future of energy production, especially with the demands of AI and cloud computing, hinges on a balanced and sustainable mix of sources. As established technology companies partner with nuclear startups, new sustainable solutions could help meet the rising demand without further exacerbating climate concerns.
IMPACT INVESTING
The Cost of Cooling a Warming World
Reducing the environmental impact of HVAC systems is a crucial step toward achieving a more sustainable future as well as a significant opportunity for companies to innovate. As demand for air conditioning booms alongside fears about the future of our climate, there is an opportunity for private sector companies and government policymakers to address this issue strategically.
ART EXHIBITS
Acts of Discovery
Current Exhibit
October - December 2024
We are pleased to be featuring abstract works of art by local artists Irene Nelson and Valerie Corvin.