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Overview

Through a thoughtful and comprehensive discovery process, Wealth Management Group develops strategic plans that encompass the human, intellectual, social and financial capital of our clients:

Human Capital
Who individual family members are and what they are called to do

Intellectual Capital
How family members learn and govern themselves

Social Capital
How family members engage with society at large

Financial Capital
The property of the family

We offer an array of innovative services to address the unique needs of the clients we serve, and invite you to learn more about our primary service offerings: wealth enhancement, wealth stewardship and wealth administration.