Core Values

The core values of Purposeful Wealth are the essence of who we are as a company.  These values will not change and we will not compromise what they stand for.  

We enjoy serving our clients on a daily basis, and our primary objective is their long-term success. This is accomplished by adhering to the core values outlined below. 

Practice Stewardship - Embrace Contentment

Stewardship is defined as the careful and responsible management of something entrusted to one's care. This is our foundation as we provide advice. We believe that we are acting as a steward for our clients and provide recommendations accordingly. The advice we provide would be the same thing we would do ourselves if our circumstances were the same. We also aim to be completely transparent with all fees and expenses while outlining any potential conflicts of interest. 

Cultivate Trust - Develop Long-Term Relationships

We believe that financial planning is most successful when built on long-term relationships and consistent guidance. We have numerous clients and families who have been working with us for over 20 years. These are some of the most meaningful professional or personal relationships that we have. Due to our high-touch approach, we only add a handful of clients each year, and we hope each of these clients will have a relationship with us that will last a lifetime. The level of trust built up over the course of a relationship is invaluable to us.

Invest in the market - Do Not Attempt To Predict It

We invest in the market for our clients without making any prediction of the short-term direction of the market or the economy.  We are confident that investing for the long term is effective when done in conjunction with financial planning based on well-defined goals and objectives.  There are media outlets that interview various experts who claim to know where the market and economy are headed.  We believe this is simply entertainment.  It is not possible to time the market consistently over extended periods. 

Be Strategic - Utilize Sophisticated Planning With Efficient Implementation

We are committed to remaining informed of the latest financial planning strategies.  We use this information to efficiently develop, implement, and monitor our clients’ financial plans.  We work hard to keep the planning concise and practical so our clients can easily understand the overall approach.

Grow Constantly - Commit To An Expanding Expertise

We continually strive to expand our knowledge in all areas of financial planning, tax strategies, and investment management, providing our clients with truly holistic advice. The pace of change and flow of information continues to accelerate, and we are committed to being at the forefront of these changes as they relate to financial planning, tax strategies, retirement income, and investment strategy. We attend numerous conferences each year, in addition to subscribing to various journals that provide timely and actionable information.