We help people with a particular kind of question.
On the surface, they're asking about retirement, investments, or legacy planning. But underneath, they're really asking: What makes life meaningful? What's my responsibility to the world? How do I live well while the planet faces crisis?
Most financial advisors are well trained, even expert, to address the first set of questions. We go deeper.
We're wealth advisors, but Bob for example is also certified as a meditation teacher, as a health and wellness coach, and holds a Harvard doctorate in moral psychology. This isn't just background—it's how we work. Our clients read philosophy together with us. We talk about climate anxiety and social justice. We explore what wealth can or should serve. And yes, we build sound financial plans.
Our clients are changemakers and wisdom seekers who've built wealth but want something more—meaning, purpose, and a future worth leaving to their grandchildren.
If your financial questions are really life questions—and you want someone who treats them that way—let's talk.
