We welcome you to join our educational communities where we share financial planning and investment insights tailored to our mission of creating a community of clients and professionals living purposeful lives through the stewardship of wealth.

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Our Financial Planning and Investing Communities*

About our communities

  • Quarterly Market Reviews – Live, virtual 30 minute sessions on market performance to help put financial headlines into context presented by our team of financial advisors.
  • Intentional Wealth Updates – Biweekly video series featuring financial planning-based conversations that expand beyond investment expertise to include timely information on retirement planning, taxes, and estate planning considerations.
  • Coffee with Katie – Monthly video series presented by Katie Brown and born from a desire to make the topic of finance more inviting and palatable for women.
  • Aggressive Balance Newsletter – Biweekly e-newsletter from the desk of Dennis Morton containing a curated list of news and views to help you focus, reflect, and grow in life, business, and finance.