Their down-to-earth nature made them the perfect fit for us. The depth of their expertise gave us real confidence that we created a plan ideally suited for our family.
Jonathan & Robyn R.
Matt’s broad range of experience and thoughtfulness gave me peace of mind knowing he was truly interested to see our business succeed and in a way that protects me, my business partner, and my family.
Jonathan always provides very timely and great service with clear, concise explanations. I have recommended him to friends and colleagues and will continue to do so without reservation.
Our Practice Philosophy
We are passionate about helping individuals and families make a lasting impact through comprehensive and individualized planning. We believe in the power and value of those legacies. And we create them through a collaborative, educational approach with you.
We also happen to love where we work—in the mountains of Colorado and Southern California—and the people with whom we work. We are published authors, educators, and nationally recognized presenters in our focus areas. We are cyclists, wine enthusiasts, outdoor recreationists, and family guys. As much as these are traits of who we are, your legacy is part of who you are. Let us help you create your legacy today.