Your financial world
shouldn't be confusing.

Finances have a tendency to intimidate and overwhelm. If you're like most people, your financial world is spread across multiple different firms and advisors, each handling their own little part. These parts never talk to each other or coordinate, leaving you uncertain about your present, let alone your future. It doesn’t have to be this way.

Coaching

We can help you make sure your entire financial world is in order, and provide guidance and accountability in your financial journey. Don't worry, you can still buy that coffee!

Investments

Does the packet about your 401(k) look like gibberish? Don't have the time to follow the stock market? Don't want to worry about every market correction?
We can help.

Insurance

Things don't always go the way we plan. We can help make sure you are prepared for life's unexpected problems.

Taxes

The one constant in life, but that doesn't make them any easier. Our team is here to take some of the stress out of taxes.

Planning

It's hard to get anywhere if you don't know where you're going. We help you clearly identify your goals, and build a plan to reach them.

Coordinating

Our team works together to ensure that you have one clear picture of your entire financial world, not just the individual parts.

Since 1974

We've been helping our clients understand their financial world and reach their goals for over four decades. Over the years we have assembled a team with a broad range of expertise across the financial industry.
Meet your team.

D Max Bruce
Wealth Coach :: Founder

Kevin Bruce
Wealth Coach :: Managing Partner

Chris Adams
Wealth Coach :: Partner

Zach Stover
Wealth Coach :: Partner

Kendall Curry
Wealth Coach

Walt Jamison
Wealth coach

Cody Faust
Wealth coach

Get in touch

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