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Heart-Centered Wealth Management

for Purpose-Driven Executives

It's time to secure your legacy & wealth management plan.


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Create a life that is unique to you & your family's needs. We do this by...

<strong>Aligning&#160; your wealth with your values</strong>

Aligning  your wealth with your values


<strong>Reducing your taxes &#38; increasing your legacy</strong>

Reducing your taxes & increasing your legacy


<strong>Collaborating with your team</strong>

Collaborating with your team


<strong>Educating you &#38; your family throughout the process</strong>

Educating you & your family throughout the process


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Services

WEALTH MANAGEMENT
Risk analysis
tax planning

“We partner with you to make money a point of peace rather than anxiety. We collaborate to create an action-based financial plan

so you can do the things that matter most to you.” – Whitney Emanuel, CEO, CFP®, CRPC®.

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