Wealth Stewardship

A mindful approach to managing your greatest assets: financial, relational, physical, emotional, and spiritual.

  • As we get older, we are invited to charitable breakfasts, lunches, and dinner auctions. Before long, our calendars are filled with these events and we’re giving away money in a fun and social way. At some point, the realization sets in that while these are all great causes, they aren’t......

Making a Difference...Impacting the World
    Values Alignment and Wealth Health
    • Wednesday night, our firm co-sponsored an event at The Triple Door called Soundtrack for the Future, which raises scholarship money for a local jazz education program called JazzEd, started five years ago by some parents of student musicians....

    Inspiration and Education
      Kids, Parents and Money
      • How different is your children’s upbringing from your own? I’ve been thinking about this a lot lately as I have two boys, ages 18 and 15, that are experiencing a much different financial-oriented childhood than I did. Most notably, they are growing up with much more affluence around them, both......