WEALTH MANAGEMENT
built from the ground up with a client-first mindset
FROM THE
FOUNDER
"My goal was to build a firm from the ground up, focusing on what is in the best interest of the client. This was of utmost importance, since my first clients were family, friends, and former co-workers. I've worked hard to ensure that as the business grows, it remains client-focused and is built on mutual trust, communication, and transparency."
– Josh Womack
independentexperienced
intentional
Situation: Our client has an interest in private investment opportunities.
Solution: We help by continually evaluating and sourcing a wide range of private investment opportunities, from real estate and VC opportunities to direct debt and private equity investments.
Situation: Our clients wanted a custom portfolio built around the principles of their faith.
Solution: We built a diversified portfolio of investments to meet this wish, while staying within the risk/reward profile appropriate for them.
Situation: Material, restricted stock held from a business acquisition.
Solution: We worked directly with the transfer agent to sell off and diversify the portfolio to better meet our clients' goals.
Situation: Highly variable income.
Solution: We developed an investment plan for their long-term goals, as well as a portion to be there if needed in the short term.
Situation: An unexpected material inheritance.
Solution: We helped chart a course to reinvest those funds, financially plan for a career change, and build a donor-advised fund to allow for strategic charitable giving.