Making a Meaningful Difference
Our professional objective is to help clients achieve financial well-being, creating confidence and freedom to pursue the things that really matter.
WHO WE SERVE
Our Services
For Families
For Institutions
ABOUT US
A partnership that goes beyond finances.
We’re a team dedicated to not only making your money work for you, but also provide you with the confidence and happiness that comes from financial independence.
Trust our team to help you hit your goals, and open the door to being free to live the best life you can.
From the founder
“While results cannot be guaranteed, time-tested processes typically produce results that meet clients’ objectives. I have a passion for planning, the personal privilege to have experienced the payoffs, and shared the peaceful contentment when objectives are achieved.”
-Steve Gideon
"Few client comments give me more satisfaction than hearing: 'Thanks, Steve! I never would have thought of that!' ”
- Steve Gideon
OUR FAMILY
A Customized Team Approach
We provide personnel and expertise that enable us to design the ideal team for the unique circumstances of each client. Each individual, family, or business has different needs, and we enjoy customizing a tailored approach for the client.
Steve & Jordan's Latest Insights
Perspective
This could have been titled “Attitude is (nearly) Everything” just as easily. Both begin to develop very early in life, shaped originally by our parents/guardians
Thematic Road Trip
Although both my wife Glenna and I have reminisced about the car trips we used to enjoy with our families when we were growing up,
Spare Change and Play Money
I was a teenager the first time somebody came up to me and asked if I had any spare change. Catching me off-guard, I fiddled
Midyear Thoughts on Capital Markets
If you were a fly on the wall overhearing our discussions about stocks, bonds, real estate, commodities, cash, and other investable assets you could be
Unexpected Rewards of Philanthropy
In 1990 before we could really afford it, Glenna and I decided to sponsor five-year-old José in Guatemala. In addition to the monthly stipend, we
How Did You Learn to Manage Money?
“Uncle Steve, we aren’t taught anything about saving in Fiji.” I said, “I hear the same thing in America.” It was my great pleasure to
