Our mission
We empower families to purposefully apply their wealth to fulfill their values and build a thriving legacy.
Our values
'Be firm in character and purpose.'
Make decisions quickly and confidently by knowing who you are and the mission you serve.
'Lead through service.'
Commit to doing what is best for others. Clients and team members will follow you if they know you want what is in their best interest.
'Be precise in your speech.'
Say what you mean, mean what you say, and honor your word. Speak ideas into existence and harness the power of your voice.
'Have the freedom to be yourself.'
Being who you are is the greatest gift you can give the world. Put yourself in environments and relationships where you are encouraged to exist authentically.
'Seek constant progress.'
Maintain the highest aim imaginable and commit to improving 1% each day.
Sanger D. Smith,
BFA™, APMA®, CEPA™
Financial Advisor and Founder
Dori Stone
Client Service Specialist and Operations Director
Morgan McKittrick
Client Service Coordinator and Executive Assistant