Making a Meaningful Difference
Our professional objective is to help clients achieve financial well-being, creating confidence and freedom to pursue the things that really matter.
WHO WE SERVE
Our Services
For Families
For Institutions
ABOUT US
A partnership that goes beyond finances.
From the founder
“While results cannot be guaranteed, proven processes rarely fail to produce superior results. I have a passion for planning, the personal privilege to have experienced the payoffs, and shared the peaceful contentment when objectives are achieved.”
-Steve Gideon
"Few client comments give me more satisfaction than hearing: 'Thanks, Steve! I never would have thought of that!' ”
- Steve Gideon
OUR FAMILY
A Customized Team Approach
We provide personnel and expertise that enables us to design the ideal team for the unique circumstances of each client. Each individual, family, or business has different needs, and I enjoy customizing a tailored approach for the client.
Steve & Jordan's Latest Insights
Spare Change and Play Money
I was a teenager the first time somebody came up to me and asked if I had any spare change. Catching me off-guard, I fiddled
Midyear Thoughts on Capital Markets
If you were a fly on the wall overhearing our discussions about stocks, bonds, real estate, commodities, cash, and other investable assets you could be
Unexpected Rewards of Philanthropy
In 1990 before we could really afford it, Glenna and I decided to sponsor five-year-old José in Guatemala. In addition to the monthly stipend, we
How Did You Learn to Manage Money?
“Uncle Steve, we aren’t taught anything about saving in Fiji.” I said, “I hear the same thing in America.” It was my great pleasure to
End of an Era?
For at least a decade two non-traditional factors have supported stocks—“free” money and a virtually zero interest rate environment (the latter an inevitable consequence of
Plan of Participation
Steve: Investment management begins with investing philosophy. Some of the bedrocks of ours include risk management, diversification, and participation. Not only do we seek to
