About

Our practice exists as a multi-generational, legacy-focused practice to help individuals, families, and businesses successfully build and transfer wealth to the 3rd generation.

Our vision is to create a practice that incorporates the very best of what it means to be wealthy in America--a practice where every person matters, every question can be answered, and every option can be explored. We believe in treating people with dignity and kindness while creating an opportunity for our clients to access the same information and resources regardless of socioeconomic barriers or demographics.

The God of Scripture is a God of legacy, describing Himself through generational lines when He says, “I am the God of Abraham, Isaac, and Jacob.” Solving the problem of generational wealth transfer fulfills our mission to help people find hope, joy, and peace one person, family, and business at a time.