Meeting You Where You Are 

“Understanding people and what money means to them, is essential before we can ever advise on what it’s going to do for them.”

– Rich Schuette, CFP® Founder


Our goal is to enter into long-term, mutually-beneficial relationships, which we develop to not only be lifelong, but multi-generational as well. Therefore, we engage in new relationships only after we determine that our services add substantial value in assisting our clients to achieve their goals and all that is important to them. In every aspect of our work we provide an uncompromising commitment to administer world-class client service while striving to accomplish each of our clients’ highly individualized wealth management needs.