Years Helping Clients Manage Their Wealth
Mike has been serving clients with a drive toward continued improvement that continues throughout the firm to this day.
Servant Hearted Team Members
We are only as good as the service we provide, and we are humbled and blessed to have a team that not only possess servant hearts, but display those hearts every day.
Premier Portfolio Management Partners
With access to over 900 Money Management Firms, we have developed relationships with vetted partners in whom we possess great confidence.
Although each client's needs are different, our objective is to serve each client with the highest levels of excellence, just as we would want to be served.
Thankful we can screen companies that profit from ill gotten gain, while still providing sophisticated asset management solutions to meet client objectives.
Million of Assets Under Management
Large enough to develop sophisticated, cost effective, customized strategies, and small enough to provide a personalized, “boutique” experience. As of 12/31/22.