Nonprofit & Business Services

How can we help your organization or business achieve financial stability? We can help you identify an appropriate investment strategy to build the working capital you need so you can stay focused on doing what your business does best.

Let us help your organization thrive

Business ownership and nonprofit direction require a unique set of wealth management solutions.

We can help you make sense of the complex challenges that may face you in both the for-profit and non-profit sectors. We’re here to guide you through the maze of retirement options, to understand the full financial potential of your business, and to put the interests of your strategic plan and mission above all else.

Work With Us

Our Values


You’re entrusting us with your finances, and we honor that. We pride ourselves on transparency and accountability in all that we do.


We are proud of what we can do for our clients and love the work that we get to do. Your goals are our goals.


From start to finish, we are in it for the long haul. We’ll ride the market waves with you and stay focused on the long-term.


We are caretakers of your assets, and our community. We intend to leave them better than they were found.


We are here to help make your life easier. We do what we do so you can feel confident in knowing your goals are prioritized.

Long-Term Lens

We use a long-term lens and think decades ahead. We constantly ask ourselves how we can make life better for our clients and our community.

Meet Our Team

View our full list of services

Show Me More