Tell me, what is it you plan to do with your one wild and precious life?
Money is measured in dollars.
Life is measured in moments.
Assets have value—but what has meaning is the way in which you spend the time you have. Whether it's living a life of leisure, starting a new career, or traveling the world, we can help you make choices that get you there.
Technically, we're in the financial services industry. But we don't just see ourselves in the business of money; we're in the business of time. After all, we can all save money—but every one of us will ultimately spend all the time we have.
The question is, how would you like to spend yours?
"Bob and Chelsea came in and brought with them a video from vacation of them dancing in the street, really enjoying themselves. I said, 'Why aren't you doing that all the time?' He'd been talking about retiring for years. I told him, 'We can make this happen.' And right then and there we put plans in place to do just that."
Grant Shearer | Managing Director