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Individual & Family Wealth Management

Designed to help families meet their needs. Is faith-based wealth management important to you? Our expertise with Families and institutions can help put it all together.

Designed to be a simple, efficient approach to get the job done. We focus on the building blocks above including professional relationships you can leverage. We also use technology and tools to work with your family that are listed below.

Designed to help families meet their needs. One of the best ways to start is to find out what risk tolerance you have as an investor. Take this short questionnaire to find out:


We measure your risk and compare your risk number to your portfolio.

Investment Policy Statement

Implement your portfolio to strive for return within your risk band.


Access to financial planning software to forecast and track goals.