CONSIDER EVERYTHING
Firm Culture
Matters
Matters
When you really care about and believe in what you do, you build and organize all your energy, efforts, activities and goals upon core values and principles.
Our core and unifying values and principles are candor, intellectual honesty, mutual care and respect, direction, commitment, sensibility, endeavor, collaboration, and progression and evolution.
IT’S JUST PART OF WHAT WE DO.
Fiduciary Wealth Management
Scottsdale | Phoenix
Scottsdale | Phoenix
Wealth management
designed to maximize your life.
Our vision, values, beliefs and practices.
No one will care how much we know until they know how much we care.
Achieving Your Goals and Objectives | How we create value for you.
Candor
We will not spoon-feed unrealistic answers back to clients that they want to hear. We offer clients the forthrightness of unreserved, honest and sincere expressions of the contours, parameters and nuances of the matters at hand.
Intellectual Honesty
We combine client-driven goals with data-driven critical thinking drawn from independent research and detailed analysis across multiple disciplines to focus on developing plans, disciplined strategies and progress analysis for our clients.
Mutual Care and Respect
We bring deep experience and core competencies that match up well with families and individuals who seek depth-of-field, skill, competence, care, creative vision and sound execution from professionals who are in it for the long haul.
Direction
We focus our talents, efforts and resources where we can create the best results and do the greatest good for clients. It is a privilege that very few people, if any, will get in their lives to be entrusted with other people’s money and the responsibility to help them look after their financial well-being.
Commitment
We are in a dedicated intellectual capital-intensive business that requires knowledge, skills and judgment derived from advanced education, training and experience, as well as professional relationships, organizational resources and process capabilities.
Sensibility
We recognize and acknowledge that humans are not always perfectly rational, with an unemotional focus on maximizing returns and minimizing risks based on data and logic. We tailor individual strategies to be practical and sustainable and aligned with each client’s circumstances and personality.
Endeavor
We manage the workflows that are vital to moving our clients toward the accomplishment of their goals. Strategies are like good intentions; meaningless unless you have the capability to follow through.
Collaboration
We foster multi-disciplinary collaboration to capture and harness the required knowledge and skills that have expanded enormously and past any one person’s capacity to manage, to look after the successful protection, conservation and growth of family wealth.
Progression and Evolution
The reason we are here is to take care of our clients and we want them to feel like we are here to take care of them. We’ll never be as good as we want to be. The important thing is that we want to be.
