We make a living by what we get, but we make a life by what we give                               - Winston Churchill



 As a firm, we believe that giving and generosity are the centerpieces of a healthy and fulfilling relationship to money.  Because of this philosophy, we annually donate to support causes and charitable organizations that our team cares about and believes in.  Additionally, we strive to maintain an active stance in our community through the giving of our time and energy. Only through action does change truly take place. 

Our Principles:

  1. Annually donate 5% of the firm’s net profits to charitable organizations that we believe in.
  2. Perform one personal act of kindness with our time once a month through either volunteering or fundraising events.
  3. Our team members are encouraged to maintain an active leadership role in our community/direct spheres of influence.