Notice there is no blue on this website? We do things differently than the "way it has always been" in financial services.
Because blue ain't your color, right?
This is our 3-stage process which includes six 1:1 guided sessions, to help you build your plan for financial flourishing.
LIFE: it all starts with life, defining your core values & creating a life vision.
MONEY: understanding your financial behaviors, aligning spending & saving with your values, creating wealthy habits
INVEST: a purposeful investment strategy built just for you, designed to support your joyride & your endgame
We were built on the foundation of investing in the stock market. We started as an asset management firm for financial advisors. For clients who have been through the Wealth Esteem journey our investment models are a great next option. Or for those who prefer to cut to the chase & have our experts consult you on the model that fits your goals & risk tolerances best, then actively manage your assets.
learn moreIn doing things differently
The purpose of our lives is to be happy
-Dalai Lama
Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver.
- Ayn Rand
In powder days.
Balance is not something you find. It is something you create.
-Jana Kingsford
Wealth is the ability to fully experience life.
-Henry David Thoreau
The good life is a process, not a state of being. It is a direction, not a destination.
- Carl Rogers
The greatest wealth is to live a life that's true to yourself, not the life others expect of you.
An investment in knowledge pays the best interest.
- Benjamin Franklin
Life was meant for good friends & great adventures
Frank has over 20 years of investment experience, chiefly with major Wall Street firms where he spent his time finding suitable equity investments for his institutional client base. Throughout those years Frank honed a method of portfolio management utilizing active investing, which he still uses today. Frank’s mission is to help individuals, couples and families achieve their life vision through active management. Frank enjoys skiing, biking, golfing, and being active with his wife, Dana, & their 3 kids.
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Dana had a long corporate career in business development & executive leadership positions. She was known for her out-of-the box solutions-oriented approach & white-glove customer service, all skills she enjoys applying to the investment world. She is passionate about empowering women in the financial services industry and as investors. She is an avid yogi, loves being in the mountains on bike, skis, or foot, and loves her most important role as Mom to 3 active & awesome kids!
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