We Don’t Do Cookie Cutter

We believe that great advice doesn’t come from a single conversation. This is why we take the time to learn what’s most important to you before we provide feedback. Our process includes pairing you with advisors we know you’ll connect with, learning about you as a unique individual, and developing a deep understanding of your long-term vision.

Know Our Process

Your Success is Our Mission

We aim to continually provide you with holistic solutions to your financial and personal needs. Our highly-educated and client-focused advisors will help you every step of the way, from defining your goals, to developing your plan for success.

Learn Our Mission

Our Clients are Our Culture

Everything we do is done with you in mind. Whether it’s making sure you always speak to a member of our team, ensuring your reports are easy to understand, or just being a sounding board for your financial questions, we want you to feel confident that you’re our top priority.

Experience Our Culture

This is What We Do

Our account minimums are a good attitude and being open to advice. Once we’ve determined your goals, we will customize our investment management strategy to your unique requirements. We aim to be truly objective, honest, and realistic in our wealth management.

 

Holistic Wealth Advice

 

Tax Planning & Preparation

 

Risk Management

 

Investments

 

Estate Planning & Trust

 

Specialized Business Services

View Our Services 

We provide guidance and personalized strategies so you can spend more time in retirement.

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Your Team

Since 1968, our advisors have diligently overseen our clients’ investments. As fiduciaries, we are held to a higher standard; ensuring that your needs always come first. And, as your advocate, we strive to help you make informed financial decisions, so you can spend more time in retirement.

Blogs

“I recently had a client who wanted to spend a tremendous amount on a new house. said Adam Lampe, chief executive officer and co-founder of Mint Wealth Management. “‘If you do this,’” he said he told his client, “‘you have to make 5 percent for the rest of your life, and there’s some years in the market where we don’t make 5 percent. Understand that for you to meet your goals, one out of every...
Choosing the right financial advisor can be tough. How do you know if it’s the right person (or company) to manage your life savings? It’s an important job and it pays to shop around for the best option for you and your family. Check out our advice below to see whether you should stick with your pro or find a new advisor to manage your investments. Fees One of the most talked-about aspects of financial...