A comprehensive, holistic wealth management and planning process that builds, protects, and extends the financial health and legacy of our multigenerational client families.
The Foundation: Our Seven Primary Principles
- Deliver what we promise.
- Educate ourselves and our clients, continuously.
- Listen to all perspectives from clients and fellow team members.
- Tell it like it is.
- Appreciate the abundance, possibility, and adventure in life.
- Inspire everybody in our circle to excel.
- Strengthen interpersonal and family bonds.
BLOG, COMMENTARY, AND NEWS
My mission is to help successful families live lives of abundance, possibility, and adventure. The first half of 2019 has been fantastic for CS&C, my family, and the clients we serve. I was fortunate to begin the year with an overdue trip to Machu Picchu with my father. In May, Sharon and I spent…Read More ➝
I am attending the Barron’s Independent Summit in Salt Lake City for the next few days. Ric Edelman, a well-regarded advisory firm founder, author and entrepreneur has assembled a group of experts to discuss the future of digital currencies. I admit that I have been a skeptic, so I wanted to understand what the proponents…Read More ➝