Connecting Money & Meaning

A Vision to Master Your Wealth

Driving inspiration to help you build a brighter present and future, as you earn, save, invest, and contribute to maximize your return on life.

Recent Insights

Investing

3 Reasons Why Illiquidity Helps Some Ultra-High-Net-Worth Investors Outperform

Drew Tardy, CLU®, ChFC®

Dec 16, 2025
Tax Planning

IRS to Phase Out Paper Checks: What You Need to Know

Michael O'Brien, CPA

Nov 25, 2025
Wealth Management

Investors: Don't Put All Your Eggs in One Basket

David Wilcox II, CPWA®

Oct 8, 2025
Quarterly Client Investment Report

Climbing Trees — Is the Stock Market Too High?

David Nolan

Oct 8, 2025

Our Services

Our Specialized Practice Groups

Our Specialized Practice Groups (SPGs) enhance client service through in-depth expertise in key financial areas.

Financial Autonomy

Focusing on strategic thinking, implementation, and communication, Financial Autonomy looks at what can be done, and be done better. Empowering the advisory team with the resources they need to provide an uncommon client experience and relationship. Inspiring clients to create the disciplines to achieve, and freedom to enjoy, a positive return on life.

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Illiquid Assets

Our purpose is to be a source of valuable information to other advisors as well as a resource for our clients. We add value and differentiate ourselves from other firms by being trusted advisors on the often overlooked illiquid assets like real estate, business ownership, career, personal network, mineral rights, collections, and we are committed to continuing to expand our knowledge base as the world of illiquid assets continues to evolve.

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Risk Management

To be a source of knowledge to advisors regarding ways to mitigate risk in clients’ overall investment strategies and financial lives, and to maintain a master list of risk management resources.

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Tax & Legacy

Our purpose is to educate and equip advisors with the most current knowledge, tools, and best practices to proactively spot opportunities to save taxes and improve estate plan design for our clients within the framework of their broader goals and objectives.

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The Savvy

In 2023, we were so proud to launch “The Savvy – A Society of Women Pursuing Their Ideal Life.” With this initiative, we are striving to be a resource for women, providing information, tools, and community.

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Connecting Money & Meaning

Recent Insights

3 Reasons Why Illiquidity Helps Some Ultra-High-Net-Worth Investors Outperform

IRS to Phase Out Paper Checks: What You Need to Know

Investors: Don't Put All Your Eggs in One Basket

Climbing Trees — Is the Stock Market Too High?