Changing the Trajectory
Find out how we’re changing the trajectory for multicultural investors, professionals, and their trusted advisors.
Want help bridging what you know, with where you need to go?
A Commitment to Providing Access
We are committed to providing access and opportunity to diverse and multicultural investors. That means proactively partnering with clients while tapping the wealth of our resources and expertise to address the unique questions of emerging wealth creators.
When it comes to multicultural wealth management, our goal is to address the unknowns. That means the experience, exposure, and education gaps that many first generation and emerging wealth creators face – offering an equitable pathway to access and opportunity.
We meet multicultural investors where they are, offering access to a broad range of resources and an equitable approach to achieving deep discovery, financial freedom, and legacy planning.
Inclusion is a Choice
We’ve seen the future—and it’s diverse. Each of us has a different lived experience, but we share a commitment to a fresh perspective on equity, advocacy, responsibility, and investing.
Fostering Diverse Perspectives
Diverse and inclusive teams generate better ideas and reach more balanced decisions. We believe that tapping into our employees’ unique backgrounds allows us to add more value for our clients.
A Like-Minded Partner
Passion & Purpose
Lift As You Climb
Trust & Connection
A Like-Minded Partner
We see our clients’ unique experiences, culture, and values as the fuel that drives them along a meaningful trajectory of wealth, influence, and impact. To ensure we’re aligned, we’ve made culture and values central to who we are—just as they are to our clients.
Athletes and entertainers bring something extra to the field of philanthropy. By leveraging their popularity, they can use their stature and cultural influence to make their impact exponentially larger.
A Black-owned athleisure brand that’s also a movement? Former athlete turned trailblazing entrepreneur, Lanny Smith, has created just that.
Let's Be Honest
The face and hue of wealth is changing, requiring outreach and multicultural wealth management to evolve, too. We believe in the power of honest and open communication and the important role it plays in developing trust with our clients and communities. That’s why we’re not afraid of courageous conversations.
Women & Wealth
Women are controlling more wealth than ever and embracing their economic potential. Explore our unique space for female investors to learn, grow, and come into their own.
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