Who We Serve

Our approach. To empower you.

We serve you first and foremost. We know about wealth. You know about your life and where you want it to go. We put our minds and our specialization together to help you enjoy a full life.

We have decades of experience working with four distinct kinds of clients: Business Owners, Women, Individuals and Families, and Institutions.

We also have Practice Groups that specialize in the unique needs of:

  • Attorneys
  • Divorce
  • Executives
  • Financial Professionals
  • Insurance Brokers and Agency Owners
  • Widows

Business Owners

Running your business shouldn’t overrun your life. We work with you to merge the complexities of your business and your personal life into one integrated vision of the future.


Women’s financial risks are distinct. In today’s fast-paced world, we create space for you to reflect on what’s most important to you and help you prepare your entire family for the future.

Individuals and Families

Firmly entrenched at the center of our firm are the individuals and families who seek a whole life approach to wealth management for themselves and future generations. Life’s day-to-day challenges do not allow for the time it takes to properly plan for the future.


We are grateful for the opportunity to help numerous organizations fulfill their mission by using our specialization to accomplish what is most important to them. We serve a variety of charities, not-for-profits, pension plans, and associations.

Contact Us

“To live a full life means to be happy with the decisions you make: financial, emotional and social. We feel if you make sound financial decisions, momentum and positivity will spill into the other areas of your life. When we do that, I know we’re doing great work.”
Mike Foltz JD, CPA, CFP® Co-Founder & Wealth Manager