Comprehensive solutions connected with your beliefs.
Could Your Money Be Working Harder For You?
Experience a richer way to wealth with award-winning service across a variety of financial disciplines.
Carry your faith through all aspects of life. Align your financial planning and investment strategy with your Catholic Values.
Your Catholic beliefs may influence aspects of your life already – where you send your children to school, organizations to volunteer your time, who you marry and how you spend your leisure time. But, have you considered how your religious values can weave into planning for your financial future?
As a registered investment advisory firm, we have a fiduciary obligation to always act in your best interest. Our Catholic Focus portfolio allows you to incorporate your values in a number of areas, including:
- Estate planning
- Charitable and legacy giving
- Medical or healthcare directives
- End-of-life planning
Ranked #1 on RIA Channel’s List of the Top 100 Wealth Managers (2020)*
Combined assets under management and advisement as of December 31, 2022
States and Abroad
Providing financial peace of mind nationwide and across the globe