About Us

Our StorY

Sudden wealth often arrives with excitement — but also uncertainty. Many new heirs and beneficiaries face financial decisions they’ve never had to consider before:
budgeting large sums, tax responsibilities, investment choices, and the emotional weight of honoring someone’s legacy.

To illustrate, one of our clients inherited $2.3 million at age 61 — after a lifetime of earning under $50,000 a year. Overnight, their world changed. They imagined a new home, a car, travel, even retirement. But they had no roadmap for how each choice would affect their long-term financial security.

Together, we:

Why We Help Those Who’ve Inherited Wealth

Sudden wealth often arrives with excitement — but also uncertainty. Many new heirs and beneficiaries face financial decisions they’ve never had to consider before:
budgeting large sums, tax responsibilities, investment choices, and the emotional weight of honoring someone’s legacy.

To illustrate, one of our clients inherited $2.3 million at age 61 — after a lifetime of earning under $50,000 a year. Overnight, their world changed. They imagined a new home, a car, travel, even retirement. But they had no roadmap for how each choice would affect their long-term financial security.

Together, we:

Why We Help Those Who’ve Inherited Wealth

What We Bring to Every Client

Whether managing inherited wealth or planning your financial future, we provide clarity, structure, and guidance for confident decisions.

Our Core Values

Conservative. Compassionate. Strategic.

These principles guide every relationship:

Conservative

We focus on disciplined, long-term planning — not speculation. Every decision begins with a numbers-based analysis of income, expenses, risk, and sustainability.

Compassionate

Inheritance is emotional. We help clients slow down, breathe, and make decisions that honor both their past and their future.

Strategic

We model outcomes, plan for taxes, manage investments, and create a cohesive strategy aligned with your goals — and your comfort level.

“We believe wealth should be preserved, not rushed.”

Meet Steve

A Background Rooted in Practical Wisdom and Real-World Experience

Steve brings more than two decades of financial experience — and a lifetime of diverse business leadership — to every client relationship.

A Career Built on Understanding Wealth and Behavior

Before his 21 years in financial services, Steve spent decades in business leadership roles across retail, manufacturing, operations, nonprofits, and education. Those experiences taught him a simple truth:

Today, Steve helps clients overcome emotional decision-making and develop long-term, sustainable financial habits that protect their wealth.