Our Story
Partnership with purpose.
was built on the idea that financial advice should feel personal and actually be personal. It started with a passion for the markets and a drive to help people make better financial decisions. Every piece of advice we give is shaped by what matters most to each client.
The name points to a place, but also to progress. Because our work is about helping clients move forward for themselves and the people they care about.
Meet the Team
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Read More →: Doug WaltersDoug Walters
Founder | Managing Director
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Read More →: Patrick HoenePatrick Hoene
Managing Director | Private Wealth Advisor
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Read More →: Julie RappJulie Rapp
Senior Relationship Manager
Our Mission
At , our mission is to serve as a financial compass—helping individuals and families navigate life’s financial journey with clarity, confidence, and purpose. Grounded in trust and guided by experience, we provide personalized strategies that align with your goals and keep you moving steadily toward your true financial north.
Our Core Values
Relationships First
We take the time to understand your concerns and how you think about money. Our relationship is built through regular conversations and trust that grows over time. That connection makes every part of the planning process better.
Client Centered Approach
Everything we recommend is shaped by your goals, not ours. We don’t take shortcuts or fall back on standard answers. We learn what’s important to you and build from there. Your priorities drive the process. That’s how it should be.
Innovation & Lifelong Learning
We’re always looking for ways to do things better. We stay curious, ask questions, and keep up with strategies that can help our clients in meaningful ways. The learning never stops because the work never stops. Our goal is to bring fresh perspectives to every conversation.
Transparency and Integrity
We keep things clear and straightforward. You’ll always know what’s happening and why. We follow through, we own our decisions, and we don’t make promises we can’t keep. That’s how trust is built, and that’s how we choose to work.
