What We Do | Passion


Creating a plan that reflects your values.

Creating a plan that reflects your values.

The word "passion" evokes an emotional response; affection, devotion, excitement, and intensity to name a few. Our role is to understand what you care deeply about and to design a plan that reflects your values. Financial resources are the conduit for acting on your vision.

Are you looking for opportunities to positively impact the lives of others?

  • Have you considered making gifts to children and grandchildren now so you can see them benefit from those gifts?
  • Is helping to offset the cost of college for your grandchildren a priority?

Our lives are increasingly rushed and disconnected.

  • Have you considered funding the family reunion or family vacation to create lasting memories or re-connect with people you haven’t seen in years?

We have many clients serving others through the charities they support with financial donations and/or volunteering their time and talents.

  • Have you considered what happens to the charities you support after you’re gone?
  • Do you want charitable giving to be a part of your legacy?