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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

  • Update on the CARES Act – Federal Stimulus Plan Apr 1
    The COVID-19 pandemic has taken its toll on our country and the world. The outbreak has expanded dramatically inside the U.S. and across the globe. Each country is struggling with health and economic...
  • Thoughts on the Coronavirus Mar 4
    As the new coronavirus expands across the globe, we want to provide our thoughts on its impact on health, the economy and investments.  Background and Context Coronaviruses are a large gro...
  • 2020 Contribution Limits and Tax Reference Feb 20
    Tax Season is well underway, and the deadline to file 2019 returns and pay any tax owed is Wednesday, April 15. Take a look at our 2020 quick reference for contribution limits and tax reference. ...

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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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