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
- 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
Today, we dispel the decades-old myth that performance must be sacrificed when investing responsibly in Sustainable/ESG assets. This myth rises again and again like Freddy Krueger in a horror movie, and, like Freddy, the myth should be laid to rest. ESG Performance Evidence is mounting, with global money flows into Sustainable/ESG assets soaring, that highly-rated…Read More ➝
Considering charitable giving on a larger scale? A Donor Advised Fund is your simplest, least expensive, and most tax-efficient option. In brief, a Donor Advised Fund serves as your own tax-advantaged, donor-controlled philanthropic fund. The fund can be established easily through a broker-dealer, your financial advisor, or if you have a specific charity in mind,…Read More ➝
Calendars, Antiques, and Loved Ones Anyone who’s trying to get in touch with Cary Stamp knows all roads go through Liz Bradley. Liz has been Cary’s executive assistant for more than two years and is charged with managing his schedule. “His calendar is demanding,” she said, noting the challenge of “dealing with different time zones”…Read More ➝