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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

  • Q2 2019 Market Update Jul 25
    State of the Markets The momentum of 2019 continues. Every asset class had positive performance in the second quarter which lead to significant gains for the first half of the year. As of the...
  • 2019 Q2 Capital Markets Review Jul 22
    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 pr...
  • Thoughts on Disability Insurance Jun 4
    Insuring against the unexpected is a vital element of any financial plan. For the most part, individuals are familiar with life insurance and health insurance policies, but take little action to prot...

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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.

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