83 US Highway 206
What is your attitude towards money?
Fear? Do the "what ifs" keep you awake at night? Are you often worrying about losing your job, your health, your investments?Happiness? Is money a tool to spend time with family and friends, to make life more comfortable, to access more "experiences"?Commitment? Are you supporting causes you're passionate about? Do others depend on you for support?
These are some of the issues we discuss with you, without pressure or judgment, because these attitudes inform your goals and aspirations.
We can best serve you when we really understand you.
Our clients benefit from the resources of great firms such as OneAscent in Birmingham, Alabama, and Eventide Asset Management, LLC in Boston, Massachusetts. Having strong ties to these firms allows us to provide robust market research and strong investment management from a values-based perspective.