Why we call it GPS
Our practice began with a primary focus on investment management. As our relationships with clients deepened, so did what they needed from us. Over a decade ago, we asked one client a simple question: “What do you need us to do for you?”
More than a decade later, his simple answer has stayed with us: “Well that’s easy. I want you to help me make my money, help me keep my money, and someday, help me give it away.”
That conversation helped shape how our practice evolved. We realized our clients needed an approach that went beyond managing investments and addressed the many interconnected pieces of their financial lives.
Over time, ‘Make it’ became ‘Grow’. ‘Keep it’ became ‘Protect’. ‘Give it away’ became ‘Steward’. Together, Grow, Protect and Steward became GPS.
The name has a second meaning that reflects how we work. Like the GPS you use to navigate, our process starts with understanding where you are and where you want to go. It helps provide a clear path forward, allows for mid-course corrections when needed, and helps keep you on course toward what matters most.
