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We are constant and enduring financial partners for our clients -- university professors, executives and individuals. We do this through positive change; helping to empower clients to fulfill their dreams; and helping to build legacies through creative financial strategies.

Our Mission:

To partner with clients to enact positive change and help enable them to fulfill their dreams and build legacies through creative financial strategies.

Our Vision:

  • To be the premier resource of financial information and advice for our clients
  • To be innovators in planning strategies
  • To provide an encouraging atmosphere for our advisors and staff to thrive
  • To inspire philanthropy

 

 
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