Investing Minimums
While our full-service approach to wealth management and planning may be best suited for individuals and families who are well-established on their stewardship journey, we also view our work as a marketplace ministry. In that spirit, we may make exceptions to our investing minimums if we believe it is a good fit to work together for the long term.
We also offer complimentary financial planning sessions to all children of clients, to assist with legacy planning and help prepare the next generation of stewards.