MINDFUL WEALTH builds complete financial plans that include financial, investment, tax & estate planning. click on the booklet below for a detailed look:
We are a proud member of The BAM ALLIANCE, headquartered in St. Louis, MO. This means institutional quality fixed income management, investment policy committee resources, and specialized expertise in more than a dozen subject matter expertise areas are always at our fingertips. I've known the BAM community for many years and am excited to provide this resource for the benefit of our clients.
We are also a proud member of the XY Planning Network—an independent network of financial planners and investment advisors. Their primary mission is to give financial services a long-awaited rebirth and provide scalable, virtual, and retainer-based service options to Gen-X and Gen-Y.
Charles Schwab and TD Ameritrade Institutional are our primary custodians for client assets. Your money resides in accounts held under your name, and you provide authorization under a limited power of attorney for us to build your portfolio and deduct our fees.