01. About Us

We stand for integrity and expertise. And we’re unique in looking at financial health through the lens of your overall well-being.

02. Our Philosophy

Money permeates so much. Still, it’s not an end in itself. So we approach money from the perspective of how it connects with your joy and well-being.

03. Our Process

A dynamic process that considers how you relate to money, and the people and things that really matter.

Our Services

Holistic financial planning:

  • Investment management, including sustainable investing
  • Retirement planning
  • Social Security planning
  • Estate planning
  • Trust solutions

Partnering and collaborating with your legal, tax, and other advisors

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Wealth management for well-being

Get in Touch

Our Team

Blogs

Wealth Advisor and Meditation Teacher, oh my!

Bob Eng |
What does it mean for a financial professional like me to become certified as a meditation teacher? For one, training to become a meditation teacher has made me a better meditation student. More importantly, as a wealth advisor and meditation student/teacher, I can be in a better frame of mind when markets swing wildly or clients feel anxious. Both, of course, come with the territory of being an investment professional. If I can face markets...