Stewardship-Driven Wealth Management
Make Your Money Make a Difference ™
stew·ard·ship
/ˈsto͞oərdˌSHip/
noun
the conducting, supervising, or managing of something
especially : the careful and responsible management of something entrusted to one’s care
Most Websites are Just Lip Service
Our personality and culture as a firm is to embody a heart of servant leadership and mutual respect.
We exist to alleviate the complexities of stewarding wealth through thoughtful planning, wise counsel, innovative strategies, and service excellence. Relationships, authenticity, and transparency are at the center of our success.
Make the Most of the Life You’ve Built
At the end of the day, money is straightforward and can only be used to do five things: spend, save/invest, give, pay tax, or pay debt.
We all want it, but the truth is there’s no crystal ball or magic formula to wealth management despite the constant marketing.
Our job is to understand where you are and what’s important to you. Rooted in wisdom, we tailor a plan to get you where you want to go by managing, monitoring, and adapting to life’s changes.
Whether accumulating assets, retiring, or exiting a business, we can help.
Individuals & Families
For true financial well-being, you should feel secure in where you are and confident in how well you’ve planned for the future. Through customized wealth management and financial planning, we partner with you to tackle everyday challenges and major milestones.
Business Owners
As a business owner, you’ve invested in something deeply meaningful, and the lasting success of your venture matters. Understanding the unique challenges and opportunities you face, we serve as your financial guide, empowering you to focus on your strengths with confidence.
Charitable Planning & Generous Living
Sharing your wealth is a profound joy in life, and ensuring it leaves a lasting impact requires strategic planning. While managing assets for personal needs is vital, crafting a financial legacy that truly matters demands expert guidance. We’re here to help.
Meet Your Dedicated Team
Christopher Flores
CFP®, CAP® | Partner & Lead Planner
Christopher Flores
CFP®, CAP® | Partner & Lead Planner
Steve Fortin
CRPS® | Partner & Lead Planner
Steve Fortin
CRPS® | Partner & Lead Planner
Amber Mays
Practice Manager
Amber Mays
Practice Manager
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