Mission & Vision


Our Mission

Our mission is the efficient utilization of best practices through best in class resources and strategic partners in order to deliver the highest quality of advice and value to all our clients.

Our Vision

Our vision is to create, manage and help grow your family’s legacy, meanwhile solidifying our independent private wealth practices legacy.


Our Team in Action

Our Charitable Contributions

Salvation Army                                                  
Wesley House
Catholic Charities
Watered Gardens
Women Helping Women
God’s Resort
Teen Challenge of the Four States
Living Free
Rapha House
Southeast Church
GraceFull Café                                                
Movement 5280
Southern Colorado Women’s Chamber of Commerce Foundation
The Women’s Foundation of Colorado
Covered Colorado
Treasure House of Hope
Truly Blessed
Communitas International