Our Philosophy
Investing isn’t just about the numbers on a screen; it’s about nurturing capital today so it can support you through all the seasons of tomorrow. From the first seed planted to the full canopy of retirement, we provide the in-house expertise to manage your wealth with precision. Discover a disciplined approach to long-term wealth.
Patience Pays
Investing success comes from staying invested through market cycles rather than trying to time entries and exits; patient investors benefit from compounding growth and avoid the costly mistakes driven by short-term emotions.
Simple Portfolios Outperform
Simple, concentrated portfolios with fewer holdings avoid unnecessary complexity and high fees, allowing investors to capture strong long-term market returns without the drag that often causes complicated strategies to underperform.
Embrace Volatility
Market volatility is a natural feature of investing and often creates opportunities to buy quality assets at discounted prices; by accepting short-term fluctuations, investors position themselves for superior long-term rewards.
Every Piece Has a Purpose
Each asset in the portfolio is deliberately chosen to serve a specific role, such as growth, income, or protection; ensuring diversification is meaningful and the overall strategy remains focused and effective.
Our Portfolios
Canopy
Tailored for Long-Term Apprecation
The Canopy is designed for those reaching for maximum long-term potential. Just as the highest branches of the willow stretch toward the sun to fuel future growth, this strategy focuses on capital appreciation through a primary emphasis on equities. It is built for investors with extended time horizons who can navigate the higher winds of market volatility in exchange for the opportunity to see their wealth truly flourish.
Willow
Tailored for Resilience & Stability
Our namesake strategy reflects the perfect balance of strength and flexibility. The Willow Portfolio seeks a combination of growth and preservation by utilizing a diversified mix of stocks and bonds. Like the tree that bends but does not break, this moderate-risk approach aims to capture upside potential during rising markets while providing the deep-rooted downside protection needed to endure the harsher seasons of volatility.
Harvest
Tailored for Sustainable Distributions
The Harvest is designed to turn years of growth into a reliable, recurring resource—effectively transforming your portfolio into a steady “paycheck.” Whether through innovative options-based techniques or traditional fixed-income methods, we customize this strategy to provide the monthly distributions you need to sustain your lifestyle. It is the season where your wealth begins to work for you, providing a consistent flow of income for your family or retirement.
“Our best ability is our availability. We commit
to being there for you day or night, rain or shine.”
Jake Wyand
Founder
Who We Serve
We believe to our core that investing is for everyone
We proudly work with clients across the entire financial spectrum
First-Step Investors
Just getting started or not sure where to start? It can be confusing and overwhelming, we get it. We meet you where you are, taking the time and care to ensure you’re ready and comfortable to step into the journey of a lifetime. Your bright future awaits
Wealth Accelerators
Looking to supercharge your current savings or portfolio? We got you! We build a customized financial plan and investment strategy tailored to you and your needs. The road to financial freedom is closer than you think–let us show you the way.
Financial Freedom Club
We turn your portfolio into a paycheck, whether you’re still working or long since retired. We help you restructure your investments to generate reliable, growing income so you can live life off your returns on your terms, spending more time on what matters most to you.
Which Portfolio is Right for You?
Whether it’s our investment strategy, financial planning assistance, or better understanding our holdings, we’re always happy to connect!