We are your trusted advisors and strategic thought partners.
About
our firm
For more than 30 years, our firm has been committed to helping families thrive with the biblical principle of First Fruits as our cornerstone. We are passionate about working with families to invest intentionally, simplify the complexities of wealth, and cultivate a culture that fosters trust, communication, and lasting legacies.
Our Services
Portfolio Management
Manage and coordinate your unique portfolio of insurance, tax filings, investment advisors and other professionals.
Wealth Planning & Coordination
Connect you to top rated advice and education to maximize generational wealth.
Family Training & Education
Educational resources tailored to each generation of your family.
Contact Us
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