Services

Some of what we do to ensure your money is sustainable

Experience the Growth Today!

Assets Under Management (AUM) Model

Billing method dependent on how many assets you have being invested with us.

Newsletter
Become an expert with our Viewpoint within our Investment Strategy.
Institutional Intelligence Portfolios
These are set models that are managed by Bamboo under Charles Schwab.
ESG Investing
Investing that is conscious of our Environment, Social factors, and Governance.
Project Based
College savings, debt management, cash flow, and retirement planning.

How Our Process Work

Discovery Meeting

We do a deep dive into your current situation, talk about goals and concerns, and what you would like your financial future to look like?

Planning Meeting

After gathering necessary information, we create a personalized roadmap tailored to your financial future.

Implementation Meetings

- Finally, we put together and execute your systematic process to help you build wealth.

Review Meetings

We hold periodic meetings to review your portfolio progress and make any changes if needed based on your circumstances.

Your Family. Your Values. Your Money.

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01.

ADVICE

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02.

PHILOSOPHY

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03.

ADVICE

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Find Your New Narrative

What To Avoid When Investing

To get a head start and learn from the mistakes of the wealthy, lets take a look at the top 3 money mistakes even the super rich make:
1. Failure to Diversify.

Don’t put all your eggs in one basket as the popular saying goes.

Historically, when hard times hit, even billionaires, despite all their huge advantages that great wealth brings were NOT properly prepared for. The constantly changing economy crushed their only basket and all their eggs in it.

2. Not Investing Earlier.

The dollar has lost around 95% of its value since 1913. The stock market has gained more than 3,000,000% since the same period.

You can put your money in a bank, or you can invest it for your future growth. The choice is yours.

3. Emotional and Impulsive Decision Making.

Majority of investment mistakes are driven by emotional slip ups, not intellectual ones.

Change Starts With a Single Step

What are you waiting for? It’s time to invest in your future.
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