I manage wealth for a select group of successful families who recognize that money can be either a blessing or a burden and choose to make it a positive influence on their lives. My clients’ wealth includes not only financial assets but also their family members and the knowledge and experience they possess. My role is to protect and grow my clients’ wealth, prepare their spouse to step into their shoes after they are gone, make sure their children are properly motivated to reach their potential, and find joy and satisfaction in using their wealth for good. I am always looking for similarly minded families to serve.