aligning-values

Aligning Values, Vision and Wealth

We design, implement, and maintain custom-tailored wealth management strategies and solutions for affluent families.

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upcoming-events

Upcoming Events

We are educators and focused on telling you the truth about the markets and about investing.

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be-your-best

How to Be Your Best

When you are random with your thoughts and actions, mediocrity can result in lost opportunities. We can help you to be your best.

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We are a fiduciary!

39Years in Business
464Successful Families Guiding
107Years of Collective Industry Experience

About Wayne

My purpose is to help you find contentment and happiness in living a simpler, but more successful financial life.

Our Vision

To be the clearly superior choice for people seeking integrated wealth management from a dedicated team who will exceed their expectations consistently.

The Truth Project Book

Wayne von Borstel, CFP®, ChFC®, CLU, MSFS, takes us on an eye-opening journey through the minefield of financial myths that prevent too many from reaching a fulfilling retirement. Based on a quarter century of experience as a financial coach and advisor to high net worth investors, the author goes beyond merely warning about the perils of financial myths. He provides alternative strategies based on a foundation of core truths that cut through the ubiquitous financial propaganda generated by product marketers and their media cohorts.

Upcoming Events

The Social Portfolio
21
Mar
Monthly Coaching Call: The Social Portfolio
6:30 pm - 7:30 pm
Attend from the Comfort of Your Own Home
March Financial Webinar The Social Portfolio Why friendships are so important to aging well Presented by Craig Smith What keeps us healthy and happy as we go through life? If
18
Apr
Monthly Coaching Call: Melinda Caughill
6:30 pm - 7:30 pm
Attend from the Comfort of Your Own Home
16
May
Monthly Coaching Call: Your Money Matters
6:30 pm - 7:30 pm
Attend from the Comfort of Your Own Home

Randomness vs. Financial Readiness

Free Second Opinion

Financial decisions are hard to make. Our VISION TO WEALTH PROCESS™ can help. Please provide your name and contact information and we will be in contact with you shortly to schedule your free second opinion.

Second Opinion