The good life let’s make it even better

We know you’ve worked hard for your wealth to have a meaningful impact on your life. It’s this paramount success that makes you deserving of a partner with the knowledge and thoughtful nature to help make your good life your best life.

Partnering with a team dedicated to taking care of your wealth can make all the difference. With us, you can expect a boutique wealth management experience – the kind where you never second-guess that everything is being handled with great care. We’ve worked with clients from all backgrounds, and we understand the challenges you face and the values you want to protect to live life to the fullest. And while each of our clients may be different, there’s one thing you all have in common: The need for a lifelong financial plan designed to help you create the life you want for today, tomorrow and whatever comes next.

For the families, and family stewards, we work with, wealth management is as much about handing down wealth as it is values – a true lasting legacy. Working not just with you, but with generations of your family, we can help address the many considerations you face as we simplify complex wealth issues and balance today’s needs with the goals of tomorrow.

Whatever the need, we’ll be here to provide insightful guidance as your family builds, grows and evolves into future generations. Our mission is to serve as an extension of your family, handling everything related to managing and preserving your wealth, and building your legacy – so you are free to focus on enjoying your life and the people important to it.

As a successful professional, you know that planning is key. The same can be said for your financial future. However, between the demands of work and the complexities of your personal financial matters, planning for your own future can be challenging.

We can help create a well-designed financial plan for addressing your short-term needs for today, such as saving for children’s college educations, and for tomorrow, such as retirement. Along the way we can manage your investments, and help mitigate your tax burden, while also addressing key issues such as estate planning, generational wealth transfer and charitable giving.

You know all about hard work and commitment. It’s only natural you want someone with that same dedication and understanding when it comes to getting the financial guidance and solutions you need to take your business to the next level.

That’s where we can help. As entrepreneurs ourselves, we understand the challenges you face and recognize that your needs are unique. Working as a partner in your success, we’ll take the time to understand your goals and address a wide variety of needs, including asset protection, cash management, employee retention, insurance, financing, business transfer, succession planning and, of course, your own retirement. Best of all, you’ll enjoy the confidence of knowing you have a single, trusted source for financial advice – and more time to devote to growing your business.

There are many emotional and financial challenges that come with being newly single – whether from losing a spouse or divorce. Many women at this point in their lives are afraid of outliving their savings, not having sufficient income each month to maintain a comfortable lifestyle or may be managing their financial affairs on their own for the first time.

During your marriage, you have accumulated assets as well as liabilities. Being prepared for divorce negotiations is the key. We can assist you in having a thorough understanding of your financial situation and helping to ensure that your interests are being protected. The death of a spouse also has major financial implications. In addition to the shock and grief, there are often medical bills and funeral expenses to pay and a new reality of lower household income. There are also many decisions to be made regarding issues such as life insurance proceeds, Social Security and the retitling of financial accounts.

No matter which of these major life transitions you are experiencing, we are here to help you have a sound financial strategy designed to minimize any potential financial burdens, so you can focus on what’s truly important – healing and moving forward.

As part of this innovative company, you’ve helped build the foundation for our world’s tomorrow with many achievements today. Now, it’s time to think about your tomorrow.

Working with families of former Lockheed Martin professionals, we have the insight and knowledge to provide you with a financial road map that takes into account how your pension and retirement works. With this specialized experience, we can help you see what it’s like to transition to retirement with a detailed plan once your work is done with the company.

Providing solutions with your mission in mind, we share insightful financial guidance with organizations so they can continue to focus on their purposeful work. We help them have a well-defined plan, beginning with an investment policy statement designed to bring continuity to the decision-making even as committee members and fiduciaries change.

We employ a conservative investment approach to pursue their objectives for careful growth and asset preservation, and address other important needs, such as cash flow management, risk management and tax liability. Our team collaborates with their directors, board members and other professional advisors such as trustees, attorneys and CPAs to monitor expenses and adhere to a client-first standard of care.


Real riches are the riches possessed inside.

B.C. Forbes