Mission, Vision & Values

Mission

We optimize our client's wealth so they can pursue their dreams and positively impact the world.

Vision

We are recognized as the premier financial planning firm in Alaska for wealthy clients with vision to create positive change.

Values

Impact: Personal wealth is not an end in itself; it is a foundation for impacting change in the world.

Thorough: We are thorough in our work, understanding that financial success is a result of all parts of a financial plan and strategy working together.

Synergy: We are at our best when we keep the big picture in mind, partner with others and focus on being of service.  

Prosperity: Prosperity is a mindset in every area of our lives. We support people in developing a healthy relationship with their money and investing in their physical and spiritual fitness.

Integrity: We hold ourselves to the highest standards of transparency, genuine communications and integrity in all that we do.

Responsibility: We take our advisory role to our clients very, very seriously. It is our responsibility to make the appropriate recommendations to our clients.

Knowledge: The recommendations for our clients will come from a sound knowledge base. We keep current on the markets and trends and invest in continuous improvement.