The Reincarnation of Wealth
Decision making strategies based on the science of behavioral economics.
Deeply Personalized.
Fiduciary Care.
WE can’t change you or the way you process information to make better choices.
WE work solely for your best interests so you don’t need to change your behaviors or methods of evaluating complex information.
A genuine curiosity in your deeper intentions and the capacity to uncover them makes you feel capable of optimizing your outcomes which allows you to focus on what you want to do today.
Our Core Value
Attention is the asset:
Scarce in supply.
High in demand.
Worth more than ever.
If the money business is all about money, it’s ONLY about money.
Nearly every large firm and bank claims to prioritize their clients’ human experience. By definition, this is impossible when shareholder profits legally outrank you and your family’s interests on the “attention hierarchy”.
Start outsourcing your attention needs to a team of competent professionals with the capacity to listen closely and the skills to help you extract your truest intentions. You have our attention.
Subject Matter Expertise
Portfolio Management
Fee Based Asset Management
Behavioral Economics
The Cornerstone of Our Work
Estate Plan Stress Testing
Included with Engagement
Specialty Offerings
Best Life: Take 2
Post-Divorce Settlement Strategy
Inheritance Map Building
For Grantors, Trustees & Beneficiaries
Busy Professional
Traction and Leverage Strategized
Blind Spot Hazard Aversion
Scrutinizing Hard to See Vulnerabilities
Blindspots
WE all have them.
WE need help finding them.
WE help you find and address them.
WE have your back.
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Core Competencies
Portfolio Management
Fee Based Asset Management
Financial Planning
Proprietary Holistic WealthCare
Estate Plan Document Testing
Hypothetical Scenarios & Simulations
Business Owner Solutions
Succession Plan & Risk Management
Busy Professional
Traction and Leverage Strategized
Blind Spot Hazard Aversion
Scrutinizing Hard to See Vulnerabilities