Aligning Your Values, Vision
and Wealth
firm serving clients across the country.
Markets Are Unpredictable
We Are Not
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Aligning Values, Vision and Wealth
We design, implement and maintain custom-tailored wealth management strategies and solutions for affluent families, business owners, highly compensated professionals, and those who are facing a significant life transition.
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Upcoming Events
We are educators and focused on telling you the truth about the markets and about investing. We provide a variety of learning opportunities to help increase your financial IQ.
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How to Be Your Best
When you are random with your thoughts and actions, mediocrity can result in lost opportunities. We believe in a process that can help you to be your best. We’ve used this process to help hundreds of clients pursue their financial goals.
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My purpose is to help you find contentment and happiness in living a simpler, but more successful financial life.
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.
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A Different Way to Invest
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.