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is to empower the families we serve to make smart choices about money so they can achieve their goals… and live the life that they want to live. There are four essential keys that unlock the door to the future you desire:


The first key is clarity. Clarity on what’s important to you. Clarity on the goals you wish to achieve. Clarity on the life you desire to live. Clarity on who you can trust. Clarity on where you are today. Clarity on what must be done to move from where you are… to where you want to be. Clarity is essential.


The second key is trust. Who can you trust? Can you trust your own expertise? If not you, then who? Can you trust their character to do the right thing? Can you trust their competence to know the right thing to do? Can you trust their consistency to do the right thing… every time? Trust is essential.


The third key is team. Can any one person, know all, be all… and do it all? Making smart choices about money over time in ever changing market conditions requires a team of experts quarterbacked by someone you can trust to put your family interests first. Team is essential.


The fourth key is process. What is the process for capturing, with clarity, what is important to you, creating your personal action plan and bridging you from where you are today, to where you want to be tomorrow? How do you stay informed on where you are at any given time? How do you know the progress you are making toward your goals is what it needs to be? A proven process is essential.

We are a Family Office

We help a handful of families take care of their money. Our sole mission is to help the families we serve make smart choices about money… so they can have the highest probability of achieving their goals… and live the life they want to live. We call it The Smart Money Experience®. (SME™)

Check the background of this firm/advisor on FINRA’s BrokerCheck.