Helping you maximize your return on life.
Wealth Management How It Should Be: Honest & Simple.
Sharing in your journey fuels us to provide the highest standard of service.
There are few emotions more gratifying than witnessing clients walk into our office with worry and leave with confidence. We take pride in being a family-owned, family-operated business that helps clients of all asset levels and every stage of retirement planning finally achieve financial freedom. We are passionate about developing long-term relationships and standing beside you through the many changes that life inevitably holds for us all. We understand you and your needs because we share many of them, too.
“…taken my wealth management to the next level. I now have confidence in my plan.”
-Brent B.
“… My mind is at ease. Trevor’s knowledge and assurance has made my choice very comforting.”
-Randy W.
“He is patient with answering all my questions and explaining terms I am unfamililar with.”
-Sandy N.
“He is very responsive when I have a question. I am confident my portfolio is in good hands.”
-Jeff C.
Money doesn’t have to be intimidating.
We help our clients overcome financial anxiety so they can spend more time enjoying life and less time worrying about finances. We simplify complex strategies into an easy-to-understand plan to serve as a tool to propel you to live by design and intention.
Making an impact the best I know how.
My mission is to live passionately. I never want to lose sight of how lucky I am to do what I love each and every day. I know if I do my job correctly and ethically, then I can sleep peacefully knowing I’ve made a profound and positive impact on the families I’m fortunate to serve. I think most people are looking for a financial advisor that is willing to commit to them, not just to their finances but the success of their entire family. I get to help people who have made incredible sacrifices for many years and guide them to make better financial decisions to allow them to live their life to the fullest. This is my purpose. Each day, I want to leave behind a legacy my children can be proud of knowing one day they’ll be able to say: “Look at all the people Dad helped.” How can you not live passionately for that?
Interested in working with us?
Get started with three easy steps.
Discover
Our entire process focuses on our client's goals and values. Not only do we want to gain a precise understanding of their finances, but we also want to discover how they want to balance their values and lifestyle with their money.
Strategize
We create two detailed reports after gathering financial data: one to evaluate the current trajectory of your plan and another to introduce our specific recommendations and how they can help maximize your return on life.
Plan
We implement the recommendations with a concierge-styled action plan. Then, on an ongoing basis, we continue discussions on financial balance, changes, and ensuring your wealth is supporting your life by design.