Our Name

The turquoise stone of our namesake symbolizes wealth, wisdom, and happiness. We strive to personify these qualities in your life as we work with you to make wise investments and strategize ways to achieve balance between your finances and goals. We can relate to anyone who has ever felt their values and needs went unheard, and we are here to offer you advocacy. By joining our family, you will work with us to develop a purposeful financial plan for your life arranged around your deep values, allowing you to leave a legacy of more than money.