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We're a new kind of wealth management firm: one that leverages the latest technologies, serves both high-net worth individuals and new investors, and truly works toward our clients' best interests. 

We believe that elite wealth management strategies and smart investing should be available to all.   We also recognize that you invest to grow your wealth, not to lose ground with excessive commissions and costly management fees.  As an independent Registered Investment Advisor, we are committed to our fiduciary duty and our mission; to put our clients' best interests first, without exception.


Our Partners →


Michael Scheel Founder


Strategic Partners


As an independent Registered Investment Advisor (RIA) we are free to choose who we do business with.  You can trust that when selecting our strategic partners, we do so with one question in mind; "Who will help us serve the best interests of our clients?".  


Custodians & Trading

Research & Planning

Retirement Plans