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Create Value with Your Wealth

Your wealth is a storehouse of the fruits of your endeavors and vitality. Or perhaps it is the fruits of those who preceded you in life.

If you know how to protect it, plan to use it wisely, put it to profitable use and provide engaged stewardship, it will serve you and your family well.

There are skills, knowledge , resources, training and guides for this. As fiduciary wealth advisors, we create value by building and contributing all of this to your efforts.

IT’S JUST PART OF WHAT WE DO.

Fiduciary Wealth Management
Scottsdale | Phoenix

CONSIDER EVERYTHING

Create Value
with Your Wealth

Wealth management
designed to maximize your life.

Be Deliberate, Not Intentional | How we create value for you.

Being deliberate requires more than being intentional.

Deliberate Stewardship

Being deliberate requires a greater degree of thoughtful consideration, preparation, advance planning, teaming, alignment and engagement than being merely intentional. Unrealized goals often result from good intentions that lack the commitment to deliberate engagement.

Being deliberate requires SMARTER engagement.

SMARTER is Better

SMART goals are good. They are Specific, Measurable, Achievable, Realistic and Time-bound. SMARTER goals are better. SMARTER goals are Energized and Revised. Goals aren’t achieved merely with better articulation. They require energy and course-corrections to arrive on target, on-time.

Expanding the dimensions of your financial wealth.

Meaning Follows Security

Enough wealth can create the opportunity to escape the gravitational pull of long-term financial insecurity and create the liberty to explore other pursuits. Knowing how much is enough is the key that can create economic freedom and unlock opportunities that create greater meaning in life.

CEOs live above the lines of deployment.

The Line of Deployment

The line of deployment is a natural separation between the development and the endeavor of your financial journey. As CEO, you are the author of the journey with the responsibility to create the sightlines. You contribute hindsight, develop insight and cultivate foresight for your team and your family.

C-Suite professionals manage the lines of deployment.

Strategies, Tactics and Tools

If you’re the big chief, you are not the little chiefs. The little chiefs are the C-Suite professionals that help you get things done. You don’t need to be them. You just need to know them and know how to align them to help you keep the main thing, the main thing. They do the strategy, tactics and tools things.

Life is lived to the left of the decimal point.

Performance is not Progress

Finance is measured and managed to the right of the decimal point and creates a sense of false precision. Seek outcomes that are practical and reasonable. They exist to the left of the decimal point and represent good outcomes, not the ephemeral and elusive dreams of perfect outcomes.
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