A Message from the Owner
Welcome!
We’re glad you’re here. As you learn about our firm and how we work, the first thing you should know about us is our commitment to partnership. This means we take a team-based approach to everything we do. From putting our minds together as your financial team to working one-on-one with you, collaboration is a core value of ours.
This approach also facilitates building your financial knowledge. Through a close and comfortable relationship, we work to increase your understanding of personal finances and your own financial portrait, which we believe is key to building a healthy financial life. For this reason, working closely with you to guide and increase your confidence in your financial journey is our goal.
From day one, our process is always about intimately understanding the decisions you're facing, what you deeply desire for your life, and how we can help you move forward. We are passionate about serving you with the compassion, integrity and customized approach you deserve. That’s what being your financial team means to us, and we’re eager to continue meeting the discrete wealth needs of our clients for years to come.
-Michelle Anthony, MS, CDFD®, AIF®
