Our Fiduciary Pledge

  • Go beyond the legal obligation of the fiduciary to place clients’ interests first.

  • Delivers comprehensive financial planning.

  • Provides fee-based advice.

  • Provides full transparency and sourcing alternatives when commission-able solutions are recommended.

  • Provides full transparency on investments and portfolios.

  • Remains 100% independent from any insurance company or custodian.

  • Does not create products to sell.

  • Does not hold any client assets, securities, or money.

  • Remains 100% product, and asset class agnostic.

Our Values

Altruism

Our Fiduciary Pledge is the principles which guide our financial advisory business.  We view it as a living document, subject to change as we learn. It is our mission to build a trust with our clients that is beyond reproach.

We believe the legal responsibilities of a fiduciary are critical to the financial services industry.

And we believe our clients deserve better.

Charity

Our Wealthshare Program is our chance to give back.  We donate 10% of our profits to local charities important to our clients.

“By being good stewards of our clients assets, we get to be good stewards to our community.” ~ Conrad Metz

Consistency

We provide state-of-the-art financial planning services, with true independent advice and consistent communication.  You will always know what to expect.  And you will always get what you expect.

Let’s Get Started

Ready To Ensure Your Future Reality? Let’s Build Your Financial Plan Together!