Whole Wealth Advisors™ do a lot more than help you with investment decisions. We counsel you on how to leave a legacy in the world. We support you through divorce and death. We coach you through career transitions. We celebrate weddings, graduations, and retirements together. We unpack the deep questions of how to relate to wealth and privilege in terms of climate change, COVID, radical political partisanship and the myriad challenges of the 21st Century.
We act as a team, allowing us to bring you a balance of empathetic coaching, technical planning advice, and expert impact investing strategies. Together, we are stronger than we are individually.
Whole Wealth Advisors™ deliver excellence.
We believe the days of working with a traditional Financial advisor for your complex range of needs are over, that’s why we take a centralized team-based approach. Together we have:
- Served over 100 years of combined investment management experience
- Launched over 25 companies
- Managed over $25 billion
- Attended 100 Funerals
- Spent 5,000 days in the wilderness
- Transformed countless personal lives with our coaching expertise