“The only way you can predict the future is to build it.” -Marcus Aurelius
Our name is inspired by the ancient Roman emperor and philosopher, Marcus Aurelius, who believed that every individual has the power to shape their own destiny through the choices they make. We are guided by the principles of his Stoic philosophy, which emphasizes fidelity, resilience, and the pursuit of personal excellence.
Driven by Core Pillars
FIDELITY
In our view, fidelity is a fundamental moral obligation that requires integrity, consistently keeping our promises, and fulfilling our commitments by aligning our actions with our words.
RESILIENCE
We stay focused on the things we can control, flexible in our thinking and consistent to adapting and connecting through teachable moments for us to meet our client’s objectives in an evolving world.
PURSUIT OF EXCELLENCE
We believe that when you give, you live, and whatever is worth doing, is worth doing right. The pursuit of excellence, therefore, is essential for the purpose of enhancing the lives of others.
Mission
We believe that wealth is a tool to enable a life of abundance, fulfillment, and legacy.
Our mission is to empower you to make informed and outcome-driven decisions in your financial world.
Purpose
At every opportunity, we embrace the principles of servant leadership and take full ownership of the impact our guidance has on the final outcome. Through sincere listening and intentional understanding of others, we show up powerfully for the people in our lives.
Our purpose rests in being our clients’ financial partners, supporting them every step of the way and continuously evolving to better serve their families and businesses for generations to come.
LA
1925 Century Park E, Suite 1700
Los Angeles, CA 90067
NYC
2 Park Avenue, Suite 300,
New York, NY 10016
SOFL
2600 N. Military Trail, Suite 420,
Boca Raton, FL 33431
