Build Wealth &

Live with Purpose

Align your financial life with what
is most important to you

Schedule a Call Today View Our Latest Webinar

Peace of Mind

An Intentional Approach, Our Total Wealth Management Process

Wealth management is a process, not an event. Our Total Wealth Management process is a proactive planning rhythm that keeps your aligned with your values and goals, while proactively employing the best strategies for your specific situation.

Q1 The Alignment Model

We start every year with a meeting focused on what is most important to you. The Alignment Model looks at your values, goals and actions to assure that your plan is working in concert with what is most important to you. We also model out various scenarios to give us a game plan for the year ahead.

Q2 Investment Analysis

During the second quarter of each year, we’ll take a deep dive into all of your investments. We’ll review asset allocation, determine risk exposure, align assets with goals and assess your entire investment picture to assure everything is working as it should.

Q3 Risk Management

No matter how much planning you engage in, life happens. And that’s why our work in the third quarter focuses on risk management. We will stress test your financial picture to see how the ‘what-if’s’ may impact your family and assure that your risks are covered appropriately and efficiently.

Q4 Tax Planning & Generosity

As the year closes, we run a tax projection for you to assess any opportunities to optimize your tax picture and get ahead of any unwanted surprises at tax time. We also cover any outstanding action items for the year and review your giving plan to align your wealth and generosity goals. 

Our Values

Authenticity

We are an accurate and transparent representation of who we are: helpers who desire to see you live your highest, most authentic purpose.

Empathy

By giving generously of our time and attention, we can fully understand and appreciate your unique goals and intentions.

Conscientiousness

If we can pursue our best work with diligence and vigor, we will help our colleagues and clients achieve their goals efficiently.

Optimism

With an encouraging partner as your guide, you’ll accelerate toward your financial goals with energy and purpose.

Getting Started

The Launch Process

The Master’s Minute

Read Our Blog Or Sign Up For Our Webinar

4th Quarter Series: 5 Ways to Be Generous Before Year-End, Part 2 – Securities Gifting
November 28, 2023 | Charles D. Keller
4th Quarter Series: 5 Ways to Be Generous Before Year-End, Part 2 – Securities Gifting

Two weeks ago, Garry introduced our fourth quarter blog series where we will cover various strategies for accomplishing charitable giving goals. At Master’s, we believe in heartfelt generosity rather than treating giving solely as a tax planning tool. However, integrating tax strategies can help...

4th Quarter Series: 5 Ways to Be Generous Before Year-End, Part 1 – Cash Giving
November 21, 2023 | Jonathan Thompson
4th Quarter Series: 5 Ways to Be Generous Before Year-End, Part 1 – Cash Giving

  Last week, Garry introduced our fourth quarter blog series where we will cover various strategies for accomplishing charitable giving goals. At Master’s, we believe in heartfelt generosity rather than treating giving solely as a tax planning tool. However, integrating tax strategies can help...

4th Quarter Series: 5 Ways to Be Generous Before Year-End, Introduction
November 14, 2023 | Garrison R. North
4th Quarter Series: 5 Ways to Be Generous Before Year-End, Introduction

  Our 4th Quarter blog series will center around the themes of giving and generosity as the year comes to a close. At Master’s, we emphasize the importance of giving out of a genuine desire to be generous, rather than solely for a particular...