After many years of managing money for my clients, I decided to reinvent Wealth Management.  I saw that the industry was too focused on helping people invest their wealth but not helping them make great choices about the way they live and spend their wealth.

Most wealth management firms have one goal…make lots of money…make sure you have lots of it in retirement and make sure you have lots to give your family….and sacrifice every day. 

Well, I don't think that's the right goal!

The truth is that for almost everyone money, i.e. wealth is an economic resource.  More of it gives you more choices--less of it gives you fewer choices. Nevertheless, wealth should be utilized every day as a resource to allow you to live the life you really want. It’s about helping people understand what they want their life to be like, making sure they have the resources to live it, and then making sure they’re protected from life’s surprises.