Bringing Families Closer
We work with families who would like to create:
COMMUNICATION & TRUST - within the family
PREPARED HEIRS - who understand your families goals and values
A DEFINED FAMILY MISSION - which helps all generations understand current and past generations
A SIGNIFICANT LEGACY - beyond the money
Family Legacy Program
Through the definition of your family’s values, the sharing of your stories and the communication around it all, we work with you to build a more complete Legacy for yourself and future generations. Our mission is to ensure the work you've done, will last long after you’re gone.
Generational Stages of Life
We believe the beech tree is a perfect example of generational wealth. The person who plants a beech tree seedling, does so knowing they will likely never see its full growth. It can take over 75 years to grow just over 40 feet. That person knows this, yet still plants the seedling. Why? So that future generations can flourish under its shaded leaves and enjoy what's been provided for them by the loving generations before.
Foundational, Succession or Legacy - which generation are you? Click here or below to learn more about our Family Legacy Program.
Why Choose Us?
What’s Right For You
It’s Your life, so obviously, the plans work best when we put our client’s interests first. So that’s what we do.
Tax Deductible Fees
Like tax preparation fees, investment management and financial planning fees may be taken as a miscellaneous itemized deduction on your tax return, to the extent that they exceed 2% of your adjusted gross income (AGI).
You Need A Plan.
Not to toot our own horns but what we do with our clients is important. As John J. Beckley noted: “Most people don’t plan to fail, they fail to plan.”
Meet the Team who will be helping discover, and encourage your passions.
"I’m so happy Josh and I are in such good safe hands financially. Thank you again,"
-Matt R.
Just want to email a human? Please fill out the form below and a team member will reach out asap.
Other Ways To Engage With Us
Matt’s 5 Fun Finds
A MONTHLY ROUND-UP OF THE 5 MOST INTERESTING, FUN, UNIQUE OR VALUABLE THINGS MATT HAS LEARNED FROM OUR CLIENTS, FRIENDS & HIS CO-WORKERS!
Monthly Podcast
A MONTHLY ROUND-UP OF THE 5 MOST INTERESTING, FUN, UNIQUE OR VALUABLE THINGS MATT HAS LEARNED FROM OUR CLIENTS, FRIENDS & HIS CO-WORKERS! (Coming soon, upon compliance approval of 1st episode!)