Our Story
Many advisors and the firms they represent can tell you what they do and how they do it, but few are able to articulate why. Since 1987, our why has been the foundation of everything we do.
When we talk about the ways that wealth and financial stability can define the individual, it has little to do with a balance sheet, and more to do with a balanced life.
Our Approach
We design, develop and deliver personalized proactive financial game plans through education, personal human interaction, with professional knowledge and integrity, and service that exceeds expectations.
Although we are capable of working with any size net worth, our focus in being the most trusted for financial advice is delivering our core values to those pursuing a life in balance.
Reaching for life’s pinnacle is not a single event, it is often a journey. It takes discipline and a team of professionals to help navigate the obstacles and opportunities on your path to pursuing the pinnacle of wealth we call True Wealth. We define True Wealth as everything you have that money can’t buy and death can’t take away. When your spiritual, physical, and financial health are aligned you are better able to focus on your passions and purpose in how you can make a meaningful difference in the lives of those most important to you.
You define it. We’ll design it.
Our Origin Story
We invite you to watch “Our Origin Story,” a personal narrative shared by our Founder, CEO, and Wealth Advisor, Kevin Engbers, CFP®️, CEPA®️. In this video, Kevin takes you through the journey that led to the creation of our firm, reflecting on the values and vision that continue to guide us today. It’s a powerful story of passion, purpose, and the commitment to providing tailored financial guidance for every client.
Our Guiding Principles
Watch the videos below to dive deeper into Our Guiding Principles: Time, Responsibility, Understanding, Stewardship, Tailored Solutions, Education, and Discipline & Dedication. Each principle plays a vital role in shaping our approach and ensuring we deliver meaningful, thoughtful service. By understanding these values, you’ll see how we prioritize your needs while upholding a commitment to growth, sustainability, and excellence.