Who We Are
Our founders, Steve Higgins & Allie Schmidt, opened our doors in 2010 with the intention of providing customized financial planning strategies paired with an exceptional client experience. Over 15 years later, our team and the impact we've made have grown, but our mission remains unchanged.
Our team brings a wealth of knowledge and experience. We are dedicated to navigating the complexities that wealth can bring by offering customized solutions in investment, retirement, tax, and estate planning. We prioritize ongoing and meaningful discussion around tax planning to ensure your financial strategies are comprehensive and effective.
As fiduciaries, we are unwavering in our commitment to act in your best interest. Our focus is on you, our client, guiding you through the financial planning and wealth management process with integrity.
Who We Serve
We partner with individuals and families to navigate the intricate challenges that come with significant assets. We believe it’s important to show our value by clearly defining your goals and expectations together. For new clients, we have a minimum initial investment of $500,000. If it turns out we’re not the best fit for you, we will help you find a firm or solution that feels right.
Elevated Experience
We believe our clients deserve an exceptional experience from our one-on-one interactions and guidance, to our office experience. We understand that the assets we manage represent your hard work, discipline, and dedication. You can expect a concierge-level experience that prioritizes what matters most to you, tailoring our services to pursue your unique needs and goals.