Over the past several decades, we have learned a great deal about how people actually interact with their money, and about how they can best leverage it as a resource to help create the kind of life they want. Our mission is to put that knowledge and experience to work for you. We call it Holistic Wealth Management.

To us, Holistic Wealth Management isn’t just for the very rich. It has nothing to do with exotic investments or complicated tax schemes. It’s a discipline: an approach to working with your money that gives you power over it, and that helps ensure that you use it as efficiently and effectively as you possibly can.


Holistic Wealth Management begins with a foundation of understanding and of effective control of your money.

The Core 5 Foundation enables you to more effectively direct the financial resources you have at your disposal. It allows you to take advantage of many opportunities that you may not have known about or been able to access. In itself, it’s a big step forward. But it also opens you to dramatic possibilities.


More than a century ago, Louis Pasteur said, “Chance favors only the prepared mind.” By this, he meant that sudden flashes of insight don’t just happen — they are the products of preparation. Preparation, it turns out, is as much the key to a successful financial strategy as it is to a successful scientific career.

When it comes to your money, the immediate benefits of a great financial foundation are generally well understood, and fairly predictable. Such a “prepared mind,” however, also sets the stage for the possibility of truly dramatic gains (and saves) in your financial life. And while it is possible (however difficult in practice) for an individual to maintain an excellent financial foundation, it’s difficult to take advantage of these richer possibilities without the ongoing assistance of a professional team.

That’s because the kinds of opportunities that we’re talking about here are situational and episodic. In other words, they are frequently unique to your particular situation, and they tend to appear (and disappear) without warning over time. Professionals, though, are trained to help you spot them — and to take full advantage of them.


As satisfying as making and saving money can be, in the final analysis, what matters most? The quality of our lives and the lives of our loved ones.

Whether you have ten thousand dollars or ten million, if you’re constantly worried about whether you have enough, it’s peace of mind that you need most.

In the same vein, if you haven’t considered how you spend your time as well as your money, you probably haven’t thoroughly considered how you’re using your money to your advantage.

The final step in mastering your money is therefore to truly consider its role in helping to shape your life and the lives of your loved ones. These considerations are the ultimate goal of Holistic Wealth Management. And they are considerations that we help our clients explore, clarify, and embrace through personal connection, conversation, and understanding.