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Our team has decades of experience building custom wealth management solutions for a wide range of clients. From individuals with private wealth to small and medium business owners to tribal entities, we have love building plans to support our clients' needs. We can't wait to get to know your unique situation and help you navigate it. 


You've worked hard to build your wealth and have goals for it that are unique to you.  We believe managing your wealth is a personal experience and will take the time to get to know your unique needs. You'll have direct access to our team and a personalized, risk-adjusted plan.  


Our team has more than 15 years of experience providing investment, advisory, and financial management services to tribal entities. We can help with minor's trusts, retirement plans, and economic development. To learn more about our Native American Division, click here


For business owners, time is a scarce commodity. As small business owners ourselves, we appreciate and understand those struggles and needs in ways that larger firms never could. We can help with company valuations, risk-adjusted portfolios, retirement plan management, and more. 


We work with a wide range of professionals who all serve our clients best financial interests, including: estate planning attorneys, tax professionals, private trustees, business success planners, life insurance agents, and even fellow financial planners

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