Find your Fiduciary Advisor
As a fiduciary who acts in your best interest, we design customized financial plans and manage portfolios to help grow and protect your wealth. Our goal is to develop a long-term relationship with you, while striving to reduce financial complexity at every stage of life, so you can spend time focusing on the pursuits that matter most to you.
Case Studies
We meet you where you’re at - at every stage of life. We help apply our knowledge and years of experience to coordinate, optimize, and simplify your financial life. Learn more about how we can help you.
Recent Updates
Podcasts
Bob Krause: Never Give Up
In this episode, Nathan and Bob Krause discuss: Pushing through adversity Being the best you can be Focusing on being present and living in the moment How to stop fear from paralyzing you Key … Continued
Podcasts
Day in a Canoe: Lisa Crafford
In this episode, Nathan and Lisa discuss: The importance of mentorship Practicing reverse mentoring What a good culture looks like The burden of perfectionism Key Takeaways: Mentorship doesn’t focus … Continued
Podcasts
Stephen Koch: Pursue Your Passion
In this episode, Nathan and Stephen discuss: Investing time into your passion Stepping out of your comfort zone Being unafraid of failure Listening to fear Key Takeaways: Consider activities that … Continued
Podcasts
Day in a Canoe with Alison Marckstadt – Creating Family Money Conversations
In this episode, Nathan and Alison discuss: The importance of constructive communication within families Why inheritors need to understand family decisions The differences between a single-family and multi-family office The … Continued
Podcasts
Day in a Canoe with Michael Cole: More Than Money
In this episode, Nathan and Michael discuss: Understanding that wealth planning is a journey How families can practice wealth stewardship The impact of wealth on family dynamics The importance of … Continued
Podcasts
Day in a Canoe with Tyson McDowell
In this episode, Nathan and Tyson discuss: Who is affected by Artificial Intelligence (AI)? How AI affects social media Using AI for good The impact of technology Key Takeaways: Everyone’s … Continued