How We Help

Wealth Planning and Family Office Services

Our “Path to Purpose” process creates a customized plan for you to achieve your definition of success, with a team of experienced guides at your side to coordinate the day-to-day activities and keep everything on track.

Questions That Might Be On Your Mind

  • How can my family determine our priorities and the purpose for our wealth?
  • What’s the likelihood that my desired lifestyle is sustainable? Are my goals too lofty or too conservative? What are the key variables that will drive my financial future?
  • What does my entire balance sheet, both my assets and liabilities, look like? Are there any trends I should be concerned about?
  • Are all aspects of my financial life coordinated and implemented in a manner consistent with my goals?
  • If something happens to me, who will be there to help my family manage their financial affairs?
  • What’s the potential value of my eventual estate? Is my potential legacy aligned with my goals?

You might be worried about an upcoming life event—A career change, the sale of your business, a divorce, or a potential inheritance. Or you may simply be feeling uneasy about your financial path and seeking clarity to where it might lead.


Working together with clients on their Wealth & Purpose plans is one of the most rewarding experiences we get to be a part of.

Jacquie WeflenFamily Wealth Strategist and Partner Get to know our teamarrow quote
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Ready to create your wealth and purpose plan?

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