How We Work
With offices across the country, we work on a digital platform without sacrificing the human element in all we do!
Our digital office allows a broader approach to help our clients on a large scale.
Maintaining a paperless office allows us to work with clients all over the world safely and seamlessly.
We also use a document storage and financial planning platform, that allows for secure sharing of information.
The client story within each client’s profile gives an in depth look at “who” the client is beyond numbers, and math. It reflects who they are as a person, which helps the team to better understand the human element behind the decision-making process of the client.
While our flagship office is in Las Vegas, NV, we have locations in
Arizona, Iowa, Pennsylvania, and Georgia so we have team members all over the country.
This allows our firm to have some of the best talent the world, not just the state, offers.