We left Wall Street for many reasons that we share candidly with any prospective client. We opened our own firm for one simple reason – to share with our family of clients exactly what we do with our own money and exactly how we do it. If they choose to hire us to do the same for themselves then we form a true team. We quite literally eat in our own kitchen every day.
We constructed our own building on our own dirt. Our firm is 100% family owned and operated. We are not part of any bank or brokerage, nor do we have any private equity or outside investors. The only debt (and it’s truly outstanding) on the business is that of gratitude we owe to our clients. We waited to find a location less than ten minutes away from our Memorial homes to complete our favorite trade of all – a very short commute to get home to our biggest inspirations of all – our wives and seven kids. The ends of our days unite us as much as our early huddles over a planning session. We are aligned by the same belief system, set of personal values, and the desire to enjoy each family moment.
Our stated ultimate goal is: never to finish.