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
True Wealth is often described as everything you have that money can’t buy and death is unable to take away.
Why We Do What We Do
What We Do
How We Do What We Do
R: Responsibility
U: Understanding
S: Stewardship
T: Tailored
E: Education
D: Disciplined – Dedication
Everyone has their own definition of True Wealth.
For some, it’s that family vacation you’ve always dreamed of. For others, it’s not running out of money in retirement. We help you pinpoint your definition of True Wealth, then help you build the legacy you’ve dreamed of.
Selecting the right financial advisor is an important step in your pursuit of True Wealth. We build a customized plan for whatever your needs, including individual financial planning and business financial planning.
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.