Core Values

• We donate a minimum of five percent of our annual profits to charity
• There exists a generosity of spirit among our staff, with clients and within our communities
• Our advisors use their planning skills to assist clients with tax-intelligent philanthropic strategies
• We offer reduced fees for the management of charitable funds

• We deliver exemplary wealth management services using consistent processes delivered to all clients with industry-leading skill and personalized attention
• Our clients and staff spend the majority of their time taking advantage of their genius qualities and maximizing their professional and personal growth

• We are a cooperative community acting as one team, showing respect for each other and clients
• We act with the utmost integrity in our client relationships, including always putting the clients' interest first, being on time and doing what we say we will do
• We respect the value of all life, and as such, will not knowingly invest in assets that cause suffering or environmental degradation
• We will make every attempt to minimize our firm's environmental impact by utilizing recycling, telecommuting, and electronic communication wherever practical

• Our firm selects new clients who are actively engaged in improving themselves and the world through their work, philanthropy, relationships, and personal growth endeavors
• Our staff is committed to their own personal growth and to taking actions that contribute to the world's physical sustainability and spiritual progress
• Our advice extends to the non-financial goals that will contribute the most to our clients' fulfillment and well-being

• Our profit-sharing compensation structures ensure that all members of the firm are financially committed to our clients' and the firms' success, and are being good stewards of their own financial resources
• We are focused on annual profitability to ensure the firm's longevity