Your job is to dream.
Our job is to work out the details.
Frustrated with taxes?
Our tax-saving strategies can reduce your taxable income by over $100,000.
The great irony of investing.
Investing isn’t about money.
It’s about helping you live a life you love.
WholeHuman Wealth Management
Centered around you. Helping you build a life well-lived.
Award-Winning Financial Advisors
Work with a multi-award-winning team of financial advisors. Recognized expertise, here to help you achieve your dreams.
Services
Financial Planning
Understanding where you are and where you want to be involves a some conversations. Having a plan means taking control of your future, and we can help.
Retirement Income
Protecting your retirement income is about more than simply setting up a portfolio allocation. Very often, risk control becomes as important as investment allocation. Understanding what risks you can and cannot afford to take is key to building a sustainable retirement income.
Small Business Solutions
The needs of small business owners are complex, ranging from employee retention strategies, to tax mitigation strategies, and cash management. We help small business owners thrive.
401k Rollovers
After a home, 401(k) accounts are the second-largest asset for most households. Yet, around 1 in 5 people forget to move their 401(k), and — worse yet — amost half completely cash it out when leaving a job, incurring taxes, penalties, and lost future savings. There are options. We can help.
Investment Management
Implementing your financial plan is about first understanding you and your objectives, then we can go about organizing your resources to help you accomplish those objectives.
Life Insurance
Insurance is often an important part of a financial plan. With a customized strategy, you can be sure that you are neither under nor over-insured. We can help you understand the right balance and walk you through the process from beginning to end.
Values Driven
We believe deeply in our fundamental corporate values.
All employees are required to sign this statement of values as a first act.
We also adhere to high ethical standards and codes of conduct. This is also a required commitment of all employees.
Deep Industry Expertise
Our founder has been called “a sage in the realm of family offices and high-stakes investing.”
With almost two decades of experience, dozens of peer-reviewed articles and trade publications, numerous awards, and an industry-leading book, let our knowledge and experience help guide you through all cycles of life and the economy.
Our Thinking
Open a Conversation
Want to chat? Let’s have a cup of coffee.
No commitment, no nonsense. Just a chat.
