We Believe

Older man consulting a family

We all have wealth.

Craig Matthews, our founder, owner and lead financial planner literally wrote the book on the following philosophies we live by:

  1. The Wealth Equation – Everybody has wealth. Wealth is more than just money; it is time, health, wisdom, relationships and reputation. The relationship between these wealth assets in each individual’s life is their personal Wealth Equation™.
  2. Philosophies & Values Based Planning – At the root of all decisions is a set of very personal philosophies and values. We work closely with clients to help uncover and articulate these philosophies and values and use them as a beacon and filter in all planning and implementation of their affairs.

The book is called Make Wealth Happen, ask us for a copy when you come in to meet us.