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Create Your Generous Wealth Plan with Us

Wealth Management Services for Green Valley Families

Let Us Bring Clarity to Your Complicated Financial Picture.

We’ll help you create a plan that aligns with your goals, dreams, and desire for generosity in retirement.

Our Services

Wealth Management

Our experienced team can assist your attorney and CPA with a personalized estate, charitable giving, or trust plan designed to preserve your assets and share your wealth with the people and charities you care about most.

Generosity Planning

In retirement, generosity can go beyond a 10% tithe if you have the right plan. No matter how you decide to save, steward, and spend your money, we will help you create a generosity plan that reflects your values and passions. These plans can include donor advised funds, charitable gift annuities, trusts, and more.

Financial Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we act as the comprehensive steward to your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Investment Management

It’s one thing to invest in companies with the highest returns—but it’s another when the highest returns come at the cost of your values. We approach investing in a way that is designed to be socially responsible, sustainable, and aligns with the values of our clients. When you invest with us, you know your money is only going toward companies that seek to make a positive impact in our world.

How it Works

Together, We’ll Develop Your Plan in Four Phases:

1. Understand

We will sit down with you and your family and ask questions about your current financial picture and where you want to go.

2. Design

We thoroughly review the information you share with us and design custom solutions to help you reach your goals.

3. Implement

Our team will launch your customized strategy right alongside you, incorporating it into your existing plans and lifestyle.

4. Manage

We actively track the progress of our recommendations. If you ever have questions about where you’re headed, our team is just a phone call away.

Ready to Pursue Generosity in Retirement?

Talk with Us to Find Out If We Are the Right Fit for Your Planning Needs.