Your source for valuable insights

Providing our clients with valuable information on market trends, investment topics and other interesting considerations is an important part of our practice. We invite you to explore the articles below and contact us to discuss any of these topics in more detail.

Wealth planning , Values in action

Our Mission is Simple

 October 20, 2025 - Kristi Owens

We will impact the world, one family at a time by helping people build a financial foundation so they can achieve financial freedom, which ultimately leads to the financial footprint that will define their legacy impact.

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Wealth planning

The Future of Wealth Management

 January 15, 2025 - Kristi Owens

The real reason we passionately serve our client families is that we want you to live your best life, despite all the challenges and obstacles that will cross your path.

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Wealth planning

Design - Build - Test

 January 20, 2023 - Kristi Owens

“If I decide to work with you, how would you invest my money?” We hear this question a lot. Our answer is simple: “We never build a home without a blueprint”.

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Wealth planning

Hope is not a strategy

 October 17, 2022 - Kristi Owens

Hope is not a strategy. Being a wealth creator is not easy…it takes unbelievable discipline, determination, and resolve. We believe that for all important financial decisions, you should adopt a design-build-test approach.

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Wealth planning

Prepare for the unexpected

 October 31, 2022 - Kristi Owens

Wealth planning is important in reaching your goals. But we all know that life throws us curves throughout our journey, and how well we prepared for those unexpected detours will determine how safely we reach the end of our journey and our goals.

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Wealth planning

Legacy of love

 February 14, 2023 - Kristi Owens

People believe you have to have wealth to leave a legacy. Money does not define your legacy. Your legacy is simply the footprint you leave behind after you leave this earth.

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Wealth planning

Wine and Wealth

 November 17, 2023 - Kristi Owens

Building a personalized investment portfolio is a lot like selecting the right wine. Both require asking the right questions, understanding the basic characteristics of your choices, and asking for professional advice to ensure a successful outcome.

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Wealth planning

Financial Landscapes

 September 1, 2024 - Kristi Owens

Changing seasons bring patterns very similar to markets and portfolios. Trees don't grow to the sky without transitions along the way.

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Wealth planning

Choose the right club

 March 1, 2024 - Kristi Owens

Building purpose-driven wealth is much like anything worth doing. Define your goal. Develop your plan. Select the right tool for the job. Financial tools include stocks, bonds, and cash. Golf requires different tools...let's choose the right club.

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Wealth planning

Don't mess with Mother Nature

 November 30, 2022 - Kristi Owens

Seasons change, storms happen, but the cycle of life persists. When volatile times create extreme conditions, be patient for the weather to calm, and balance to return.

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