The Wisdom Index® is our proprietary wealth planning tool that provides an objective framework to illustrate the bigger picture and ultimately align our client’s financial resources with their life’s priorities.
Our wealth planning process and Wisdom Index® are built upon tried-and-true principles that are not our own but come from the Book of Wisdom.
Our investment philosophy is based upon Nobel-prize winning, academic research not Wall Street forecasts.
Our advice is “organic” because we intentionally eliminate the additives and fillers. Frequently investment advice includes inherent conflicts of interest due to commissions and kickbacks.