Building caring
one client at a time

If you were to ask our clients why we’re different, we believe that you would hear slightly different answers from each because no two of our clients are alike in their goals, values and needs. The common thread between them, though, would be our emphasis on building caring and connected relationships. We learn what makes each client unique, then personalize a plan and a client experience that is right for them.

Our whole-hearted approach
to caring for your financial well-being

  • Nurturing Nurturing the heartfelt goals you have for yourself, your family and your life begins by learning what’s important to you and then designing a thoughtful financial plan for pursuing your unique vision of the future. It’s an ongoing endeavor that will evolve as your life does.
  • Managing Managing your wealth and all the areas of your life that money touches involves taking a comprehensive look at the big picture and then creating an investment portfolio designed to pursue the objectives of each individual goal and to address the details of every essential financially related matter in your life.
  • Helping Helping to financially protect those you hold dearest from the unexpected events in life is certainly a priority of every family, including yours. It’s why we make risk management an important component of your financial plan – to help mitigate the potentially life-changing ramifications of accident, illness or disability.
  • Building Building a legacy for your loved ones and the causes you’re passionate about is a selfless and generous action that reflects your own admirable care and compassion. Through estate planning and charitable giving strategies, we can help you make this priority a reality – and help your legacy live on in the lives of others.

About the Kairos name

The Ancient Greeks had two ways of defining time. “Chronos” referred to measurable time – days, years, centuries, etc. But they also believed that there was a special place in time where truly significant things occurred; moments of true clarity. This abstract period of time was known as “Kairos.” Life is full of Kairos moments as we progress through our days, often at times of transitions with births, deaths, marriage, retirement, etc.

For our clients, we are with them through these momentous times, planning in advance whenever possible and crafting solutions as needed during pivotal periods of change. We seek the clarity of Kairos as we learn of our clients’ hopes and dreams throughout the continuum of their lives.

Someone is sitting in the shade today because someone planted a tree a long time ago.
Warren Buffett