Wealth Management

Our Philosophy:
Preserve. Protect. Prosper.

Wealth Management Philosophy

As a fiduciary advisor, we always act in your best interests. We consider your investments, plan ways to mitigate risk and protect what you’ve built, and work with your other trusted professionals to create a custom plan to guide you through all of life’s transitions. We believe that if we do what’s best for you, everything else takes care of itself.

Learn more about Fiduciaries

Our Services Address These 6 Key Concerns of Our Clients

Wealth Preservation

Our team makes certain your investments align with what’s most important to you.

About Wealth Preservation

Wealth Enhancement

We work with you to keep your cash flow healthy, and mitigate your tax burden.

About Wealth Enhancement

Wealth Transfer

Wealth transfer planning ensures that your financial legacy passes to the right people with minimal difficulty.

About Wealth Transfer

Wealth Protection

Wealth protection is about protecting your assets from catastrophic loss.

About Wealth Protection

Charitable Giving

Charitable giving is donating a portion of your wealth and making meaningful gifts to charity.

About Charitable Giving

Full-Service Collaboration

We work with your entire team of experts to ensure that your plan is aligned with all your goals.

About Full-Service Collaboration

Wealth Management Formula

With these concerns in mind, we created a simple formula to explain how we develop your Wealth Management plan. Our primary goal from the start is to ensure we are keeping our client’s goals and concerns in mind when handling their plans.

Our Wealth Management Formula

How we create your plan
How we create your plan

Wealth Management

Life is full of transitions. We can help you navigate those changes so that your financial future can be smooth sailing.

Investment Planning

We align your highest priorities with your investment strategy to ensure wealth preservation.

Advanced Planning

Tax mitigation, wealth transfer, wealth protection and charitable giving require complex planning far beyond simply considering investments.

Relationship Management

You maintain relationships with all kinds of subject matter experts to guide you. We work closely with your entire team to develop a holistic plan uniquely tailored to your position.

Life is full of transitions. We can help you navigate those changes so that your financial future can be smooth sailing.

We align your highest priorities with your investment strategy to ensure wealth preservation.

Tax mitigation, wealth transfer, wealth protection and charitable giving require complex planning far beyond simply considering investments.

You maintain relationships with all kinds of subject matter experts to guide you. We work closely with your entire team to develop a holistic plan uniquely tailored to your position.

“What’s Your Why?” with Lytle Rather and Chris Kittrell

Lytle Rather and Chris Kittrell discuss the importance of financial planning.
Watch Now

Learn the Next Steps

Our proven process incorporates all aspects of your unique financial position, and results in a plan that’s perfect for you.

Our Process

Got questions?

We’re always ready to chat about how we can help you navigate life’s transitions and prepare for a future of financial freedom.

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