History
Jim Hallett, the founder, began serving clients as a financial advisor in 1987. The firm became an independent registered investment advisor (RIA) in 1998.
Specialties
We are a premier financial planning firm providing financial wellness for our clients. We take a holistic approach to managing your wealth that is based on your values and priorities. We take the time to help you see beyond your immediate financial concerns, allowing you to achieve a greater vision of how you can use your wealth to bring more fulfillment and security to your life - as well as to the people and causes you care about most. We strive to achieve the greatest personal satisfaction you could ever hope to derive from your wealth. We call this financial wellness.