Helping clients achieve true wealth in every phase of their lives

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A principled wealth management and planning process that builds, protects, and extends the financial health and legacy of our clients and their families.

The Foundation: Our Seven Primary Principles

  1. Deliver what we promise.
  2. Educate ourselves and our clients, continuously.
  3. Listen to all perspectives from clients and fellow team members.
  4. Tell it like it is.
  5. Appreciate the abundance, possibility, and adventure in life.
  6. Inspire everybody in our circle to excel.
  7. Strengthen interpersonal and family bonds.

Giving Back / CS Cares

Our staff happily gives back—individually and as a group—to support our local communities and make the world a better place to live and work.

StampNotes

BLOG, COMMENTARY, AND NEWS

Buy-Sell Agreements: What Every Business Owner Should Know

August 15, 2019

As a business owner, your focus is on daily operations and growing the business. Consequently it can be difficult to carve out time to consider long-term issues and contingency planning such as ensuring the continuity of the business should anything happen to you or a partner. For most business owners, such planning requires establishing a…

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Answers to FAQs About Sustainable/ESG Investing

August 15, 2019

Does Sustainable Investing require accepting lower returns? This is a myth. Performance tracking against benchmarks suggests that investors who are in alignment with their values and beliefs are now achieving competitive or better returns than traditional (depending on the specific investment). Keep in mind that ESG data is now available on every large cap stock…

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Protect Your Business with Key Man Life Insurance and Deferred Compensation Plans

August 14, 2019

  TRANSCRIPT: I’d like to discuss how providing for your employees can be great for your company. I like to talk with our business owner clients about what would happen to your business if for some reason one of your key employees died or became disabled. And unfortunately, this touches all too close to home.…

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