Wealth Stewardship

A mindful approach to managing your greatest assets: financial, relational, physical, emotional, and spiritual.

Generosity
  • “Only 1428 more days!” “I’m so sick about the outcome of the election that I’ve been depressed, and experienced body rash and pain.” “It’s time to move to Canada and wait it out.” “How can the stock market keep going up with Trump in office? It doesn’t make any sense.”......

Making a Difference...Impacting the World
  • Wednesday night, our firm co-sponsored an event at The Triple Door called Soundtrack for the Future, which raises scholarship money for a local jazz education program called JazzEd, started five years ago by some parents of student musicians....

Values Alignment and Wealth Health
  • Abundance and isolation are not often discussed in the same context because the assumption is that abundance only solves problems and does not create them. It might sound counterintuitive, but wealthy people are often among the most isolated people even though they are usually surrounded by others.  Being isolated and......

Inspiration and Education
  • This 2010 conversation with a long-term client about changing his community seems especially helpful today so we’ve reprinted it here: Mark, what makes “changing your community” so important to you?  Should it be important to all of us and if so, why? We live in an imperfect world.  I believe that......

Kids, Parents and Money
  • Does it seem to you that kids today are more self-absorbed and have less empathy? Many of my wealth management clients are concerned about raising altruistic children–kids with empathy–who are not only successful in school and extra curricular activities, but who want to make the world a better place. What......