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A Single Solution for All Your Financial Needs

From the beginning, our mission has been to inspire and empower families to live their ideals. Based in Memphis, Tennessee, we are an independent, fee-only Registered Investment Advisor originally founded to serve the needs of a single family. We grew into a multifamily office working with several high-net-worth families and today cater to a range of families who would benefit from our wealth management and family office services.

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Values Based on Your Best Interests

As an independent, boutique advisory firm, we provide a high level of personalized attention that you will not find at large, corporate firms. Because our mission is to serve you, we have adopted the following values to help ensure we put you at the center of everything we do.

We provide the highest
standard of care
We are fee-only
and proud of it
We honor
your privacy
We eat our
own cooking
We are thirsty
for knowledge
We make your goals
our priority
We tell it
like it is
We are in
this together

Services Tailored to You

We bring our best resources to the table for every client, but we also recognize that different families have different needs. To align our broad array of services and solutions to each family’s specific situation, we offer two levels of engagement based on size, complexity, and preference.

Wealth Management

I need an experienced financial planner who will design, implement, and maintain a comprehensive financial and investment plan that helps me achieve my objectives. Learn More

Family Office

I need sophisticated, multigenerational solutions and concierge support encompassing more complex strategies than traditional financial planning generally provides. Learn More

We love what we do

Nothing makes us happier than helping a family achieve their goals. We are a team of wealth management professionals with deep knowledge and experience dedicated to inspiring and empowering families to live their ideals. The process begins with building a relationship, so let's get started.

Learn More About Us 

Contact us today to get started!

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Our Latest Posts

  • American Families Plan Tax Proposal – the Good, the Bad, and the Ugly Sep 17
    President Biden has been talking about increasing taxes for wealthy Americans since he started running for office. He formally released his proposed changes as part of the American Families Plan in...
  • 2021 Q2 Market Update Jul 19
    State of the Markets Positive momentum continued in the second quarter of 2021, resulting in very attractive returns for the first half of the year.  As of June 30, the global stock market...
  • 2021 Q2 Capital Market Review Jul 13
    Each quarter, we summarize market conditions and trends in our Quarterly Market Review. The review provides detailed information about global capital markets, including a timeline of events over the ...

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Let's Talk

Managing your wealth is a very personal subject. We offer a complimentary discovery call to discuss your goals and concerns and to determine how we can best help you.

schedule now

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