Principled Prosperity In Practice
As economic and financial advisors, our primary objective is to maximize our clients' long term wealth.
However, we feel an additional obligation - a moral duty to our clients that is rare. It may sound strange coming from a financial
advisor, but our mission is greater than just making our clients wealthier. There is more to life than just making "more money".
Most other financial advisors will take on any new client that will pay their fee or commission. We do not.
As managerial economist, we are particularly trained to consider the "big picture", taking a comprehensive holistic approach to,
and considering anything that might impact our clients' wealth.
We do not replace your current advisors, but help them to be more effective. Frequently, we find that our clients have multiple
advisors with a poorly coordinated wealth building plan, no plan at all, or even advisors with differing plans! We develop a close
personal interest in our clients' long term financial, emotional and spiritual well being.
Admittedly, this type of personal service we provide limits us to a very select few clients. Since our clients become our friends, we
want to help them maximize their success in life.
Unfortunately, some people just do not handle wealth very well. Thus, we are very selective when considering a new client. We do
not want to jeopardize anyone's happiness, health, or spiritual welfare by just making them wealthier. And from a purely business
perspective, we don't want to waste our time on, or our investment in, those clients that are likely to squander our advantages.
We recognize that our strategies are not for everyone. However, if you agree with us and would like to know more, we welcome