Your goal-based investment plan is constructed with a personalized investment strategy that’s rooted in discipline and measured by a process of evaluation.

Asset allocation and rebalancing is the most important determinant of your investment return and isn’t static. Asset class performance and their correlations to each other change, so monitoring and realignment is imperative.

Our tax-aware approach and investing techniques help you with year-round tax planning to allow you to keep more of your hard earned dollars.

Retirement benefits, such as 401k plans, are important in recruiting and retaining employees and can provide owners with significant tax advantaged savings opportunities. Our services and support include vendor evaluation & selection, investment selection & monitoring, enrollment meetings & employee education.

Individual investors often don’t understand how much or what kind of investment risk they are currently facing. Our risk management approach includes disciplined research with a focus on valuation, analysis of overall portfolio risk exposures and consideration of the investment time horizon.

Once we know the goals for your life, career and business, these goals create a financial plan to determine the funding needs to help achieve success and confidence.

Creating a complete plan to transfer wealth and optimize taxes also needs to include your personal values, intentions and desired legacy.

Charitable giving is a beautiful and powerful way to support the causes & organizations that are meaningful to you. We help ensure your legacy continues in the most impactful manner.

Educating our next generation is key for continued growth of our world. We walk our clients through the various options available on how to best fund higher education. We help our clients plan for the amount to save & how to fund it tax efficiently.

Your business is a critical portion of your overall financial success. Our team assists you with critical strategy and planning designed to give you more confidence & success.

As you contemplate what is most important, we believe all can be found in five forms of value: financial, intellectual, relational, personal & spiritual.

Think of this as your “portfolio of life” and the five forms of value are the various “asset” classes. Our lives can be measured by the “ROI” we create and ultimately leave in the lives of others.

Our team is passionate about your vision and goals, personally and professionally. In our advisory sessions, we apply our infamous “PIC” formula: plan, insight and community so your success is accelerated.

Our team helps you discuss your goals & intentions with your family. These meetings are positively impactful & informative for all members.

Every month, the Undivided Experience Center provides virtual & live events across a variety of topics. Plus, our Insight Library provides incredible resources.

Your life story is the greatest legacy you will leave to your family, friends and your community. Our team helps you determine how you want to live & lead in your final years and how you wish to share your gifts & treasure.