What we’re known for is empowering our families to spend and give fearlessly.
Our invitation and challenge to those we serve is simple: spend and give fearlessly. Can we help you discover clarity and confidence in your life like you’ve never had before?
Start Building an Amazing Life of Significance Today
Our Virtual Family Office service is ideal for families or business owners with complex financial situations who desire a comprehensive and holistic approach to their finances and life. We aggregate the best of the best experts from areas including wealth management, tax planning, estate planning and much more, all working together to simplify your life and get you where you want to go, so you can optimize your financial world and live an amazing life of significance.
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Matthew Nordman
CFP® AIF®
Partner/Financial Advisor
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Scott Morrison
Partner/Financial Advisor
Schedule a Get to Know You Call
Schedule a Possibility Meeting