Mission, Vision & Values

Mission

To help people live secure and meaningful lives thru financial planning, investing and risk management. 

Vision

We are recognized as a premier financial planning firm in Alaska for wealthy clients with vision to create positive change.

Values

Impact: Personal wealth is not an end in itself; it is a foundation for impacting change in the world.

Thorough: We are thorough in our work, understanding that financial success is a result of all parts of a financial plan and strategy working together.

Synergy: We are at our best when we keep the big picture in mind, partner with others and focus on being of service.  

Prosperity: Prosperity is a mindset in every area of our lives. We support people in developing a healthy relationship with their money and investing in their physical and spiritual fitness.

Integrity: We hold ourselves to the highest standards of transparency, genuine communications and integrity in all that we do.

Responsibility: We take our advisory role to our clients very, very seriously. It is our responsibility to make the appropriate recommendations to our clients.

Knowledge: The recommendations for our clients will come from a sound knowledge base. We keep current on the markets and trends and invest in continuous improvement.

Relentless Execution: A continual pursuit of reality, coupled with processes for constant improvement. 

Constant Improvement: Dedication to continually improving our skills and the value we provide our clients.