What we are known for

Our clients tell us that we care as much about them, their families, and their wealth as any of their own family members.  We take a personal approach to our relationships:  one focused on what's really important- your future.  We thrive on helping our clients create an environment that mimics the dreams they would like placed into their real life situations.   

We are also known for how we listen to our clients.  Our approach is built around our clients' priorities.  We challenge our clients to go after those things that they really cherish without any boundaries.  Our goal is to help create an environment that is adaptable to life changes and modified as goals are reached. 

Who we serve

We often work with very successful Individuals, entrepreneurs and high net worth families who often times feel overwhelmed or frustrated with the complexities associated with their family, lifestyle and wealth.  These complexities may surface through jobs transition, retirement, business sale, a death and inheritance, or any of the many situations that life hands us at times.  What's important is that those individuals who seek our guidance feel comforted, relaxed by our conversation, and heard.  Life is always changing and growing more complex.  We understand that the needs and priorities specific to our client's family, health, work and home are continuously evolving.  Sometimes, this can become overwhelming. 

First and foremost, we take the time to understand who our clients are, what they hope to achieve and what keeps them up at night.  Sorting through complexities is what we do best, and we do it together with our clients. 


Shane M. Spells



Comprehensive financial planning is the practice of coordinating all of an individual or family's financial goals, and creating from this information a long-term strategy to pursue those goals.


Asset Management

Conventional wisdom says that what goes up must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle when your money is at stake.



We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you toward pursuing your goals.


Risk Management

Before you can participate in the complex risk-management process, you need to have a general understanding of the concept of risk itself.


Long-Term Care

Long-term care encompasses everything from long-term services, support and finances, to where you will live and have control over inevitable health circumstances that occur as you age.


Divorce Analysis | 

Divorce has a traumatic emotional & financial impact to the couple involved, as well as the children, family, friends, and employers of the divorcing couple.