who we are

Understand your options, optimize your benefits, and retire with confidence.

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Mission

Empowering clients to make clear, confident financial decisions.

We help individuals and families plan, invest, and retire with purpose—turning complex decisions into simple, actionable steps. Guided by integrity and driven by our “Beyond the Summit” philosophy, we build lifelong partnerships that help our clients reach new heights and stay there.

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Meet Our Senior Advisors

Diversified. Dynamic. Disciplined.

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Founding Partner / Financial Professional

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Founding Partner / Financial Professional

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Founding Partner / Financial Professional

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Tyler B. Ferguson

Founding Partner / Financial Professional

Why Work With Us

Strategy You Can Stick With

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Evidence-based portfolios aligned to your timeline and risk.

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Ongoing monitoring, rebalancing, and clear reporting.

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Personalized allocations, not products.

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Coordination with taxes, estate, and income needs - second opinions welcome.

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