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investment management

Values Driven Investment Strategies

We align your investments with your values, making wealth more meaningful for you and your family.

Aligning Values with Engaged Wealth Strategies

Addressing systemic racial disparities in wealth requires purpose and values-driven investment strategies. Knowing where your money is invested and aligning those investments with your personal values is critical.

Understanding Investment Management

Sound Investments, Ethically Approached

We can help you realize tax-sensitive financial gains and investment strategies which align to and enhance your values, goals and dreams.

Investment Philosophy

Personal and Personalized Investments

Our investment approach is very personal and personalized. Whatever stage of your life or finances, we connect your personal goals, aspirations and dreams with your obligations and financial situations, creating meaningful, manageable and lasting financial planning and investment strategies which will lead you to true generational wealth and lasting advantage for you and your family.

investment pricing

As an independent, fee-only fiduciary, we are compensated solely by you, our clients. We charge a flat fee for comprehensive financial planning services:

Assets Under Management
Advisory Fee

we are your trusted partner in your financial success.