Our holistic wealth management process intertwines investment management and financial planning to help you align with your stewardship goals. From faith-based investing to charitable giving strategy to tax smart retirement distribution strategies, we overlay our entire process on the foundation on Biblical financial principles
In order to provide the best service to all of our clients we currently have a minimum fee.
Imagine the ability to invest and grow the wealth you steward for your organization in a way that perfectly aligns with your values. This service is all about doing just that. We help organizations align their investments and money management without sacrificing their values and beliefs
Our Business Advising service combines expert business guidance with a Biblical worldview, empowering you to thrive in the marketplace while staying true to your faith. We understand the unique challenges and opportunities faced by Christian entrepreneurs, and we are committed to helping you navigate them with integrity and wisdom. With our strategic insights and biblical principles, we will assist you in making informed decisions, maximizing profitability, and fostering a workplace culture rooted in Christian values.
Through this service we empower you to make a meaningful and lasting impact through strategic and purposeful philanthropy. With our expertise, you'll navigate the world of charitable giving with confidence, maximizing the effectiveness of your donations all while doing so in the most tax-efficient manner. We set up and manage Donor-Advised Funds, we work with organizations like the National Christian Foundation to help facilitate complex gifting (real estate or private stock), and much more.
