Our Philosophy of True Wealth is based upon a few fundamental premises:

There is more to wealth than just money.

True Wealth includes those things that we value more than money, such as family, health, spirituality, education, and wisdom.

Optimizing financial wealth is an important component but perhaps not the most important part of what’s necessary to optimize True Wealth.

Money is a resource that should serve individuals and families as they seek happiness, fulfillment, and meaning in life.

Every individual’s and every family’s True Wealth is unique.