A TEAM-BASED APPROACH TO WEALTH MANAGEMENT
Everything about your money, finally working together
We bring your investments, tax planning, and retirement planning together, so you always know exactly where you stand.
One Client. Two Advisors.
More perspectives. More options on the table before anything gets decided.
Financial decisions shouldn’t happen in isolation.
A retirement decision affects your taxes.
A tax decision affects your investments.
Cash flow affects what you’re able to save.
And what you save today shapes what’s possible tomorrow.
When those decisions are made one at a time, they can end up working against each other instead of working together.
Where do you see yourself?
Wherever you’re starting from, the questions are different, but the need for a clear plan isn’t.
Retirement in Sight
Work-Optional by Design
Building a Life Together
Retirement in Sight
Work-Optional by Design
Building a Life Together
the relationship
Five years from now, this is what we want clients to say.
They don’t talk about the accounts we manage. They talk about being able to count on us—especially when something unexpected came up and we made time without being asked. They talk about never being left to sort things out alone, and about knowing they had a team that understood their financial life.
That’s the kind of relationship we want to build with every client: one that holds up years down the road.
A simpler way to make sense of it all.
We look at your investments, taxes, retirement, and cash flow as one connected picture—not separate conversations. Decisions get made with the full picture in view.
Investment Management · Financial Planning
Tax Planning · Cash Flow · Preservation· Estate & Legacy
Most people who come to us aren’t dealing with one big mistake…
They’re dealing with a lot of small, disconnected advice that never quite added up to a real plan.
We’re a wealth management firm that takes a team-based approach. We help individuals and couples who aren’t sure if they’re actually on track with their retirement planning, taxes, and investments get a plan that brings it all together, so you can make decisions with real confidence.
Every planning conversation includes both advisors in the room, not just one read on your situation. Plus, Tyler holds both the CFA® and CFP® designations, a combination you’d typically only find in-house at large institutions, not at a boutique firm like ours.
Here’s how that actually plays out.
Credentials Behind The Conversation
Tyler Freeman, CFA® + CFP®
Investment Management + Financial Planning
Tyler brings both disciplines together, so your investment strategy and financial plan aren’t being developed in separate silos.
Laura Wedow, SERIES 7 + 66 held through LPL Financial
Helping public employees with the decisions they face.
Laura brings particular experience helping public employees understand their PERA benefits and how they fit into the rest of their financial lives.
Perspective changes everything
A clearer path forward
From a higher vantage point, you can see how far you’ve come and gain a better sense of where your next trail leads. Financial planning offers that sort of perspective. Financial decisions are easier when someone helps connect the pieces. What once felt complicated becomes a manageable set of next steps.
Over time, progress becomes easier to see. Not just in your finances, but in the confidence you have about the choices you’ve made.
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expertise and care you can count on
Our planning process is not a one time event.
After our initial plan, we set up a systematic and proactive service model designed to help keep us out in front of any big financial changes on the horizon.
SEP 22-24, ’21
Climbing the highest point of Yosemite
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Our events
Find out more
about our events
What our clients
are saying
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Get a glimpse of what you can experience
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Don’t worry, we didn’t
forget the details
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Browse more trip
types & interests
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See the world with those you love
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Unforgettable wildlife encounter
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