We help align all that is important to you: Values, Family, Security, Goal Achievement and Causes you care about. We go above and beyond the typical wealth advisor experience by delving deep into tax planning, estate planning, asset protection, and charitable planning, while working closely with your other Professional Team members.
We serve the Business Owners and families who have sacrificed and risked so much to create a better service or product for consumers, a better career for their employees, a better life for their loved ones, and a difference in the causes they care about.
We deliver Elite Wealth Management to High-Net-Worth Business Owners and Families. This is the result of combining high-quality institutional investment management, advanced planning, and professional team coordination.
Our Mission at Congruent Wealth is to help entrepreneurs align their values, goals, and interests into a comprehensive wealth management process. We believe that by helping clients to better organize, plan and efficiently allocate capital; they can fully live their values today to focus on a life of meaning and significance.