Building Wealth for a

Life of Purpose

Empowering Your Financial Journey with Clarity, Confidence, and Peace of Mind

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 you 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

The Master’s Minute – Equally Yoked: Financial Advisors and You
July 9, 2025 | Charles D. Keller
The Master’s Minute – Equally Yoked: Financial Advisors and You

When it comes to your financial future, technical expertise matters—but so does alignment. Your advisor should be more than someone managing your investments. Rather, they are walking alongside you in decisions that touch every part of your life: family, legacy, generosity, and purpose. That’s...

The Master’s Minute – The Alignment Model | Generosity and Wealth Management Series 2025
July 1, 2025 | Jonathan Thompson
The Master’s Minute – The Alignment Model | Generosity and Wealth Management Series 2025

In last week’s blog post, Charlie introduced our summer blog series, entitled “Generosity and Wealth,” by discussing the joy and fulfillment that people can experience by living a life of generosity instead of a life of purely personal consumption.   In fact, judging by...

The Master’s Minute – The Wisdom of Generosity & Wealth Management
June 24, 2025 | Charles D. Keller
The Master’s Minute – The Wisdom of Generosity & Wealth Management

We open today’s blog post with a fundamental “core values” question: Are you integrating generosity into your use of personal wealth?   As we begin to dig into the topic of Generosity and Wealth, I would like to share some observations gleaned from working with...