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The Sherpa Expedition

The Sherpa Expedition is designed to help our clients make educated decisions about their finances from a position of knowledge.  This can help our clients avoid the emotional mistakes that can compromise their long-term financial security.

Through this disciplined and consultative wealth management process, we work collaboratively with other professional advisors - including attorneys, CPAs and insurance specialists - to address a broad range of challenges and opportunities unique to your family.  Together we consider all aspects of your financial affairs across seven interdependent life dimensions as we discuss areas such as your social relationships, family structure and dynamics, emotional health, hobbies, future income potential, businesses or real estate you own, tax/estate/insurance concerns and desire to make an impact with your time and money. This coordination is an important, though frequently overlooked, component to achieving financial success and is what can make working with Sherpa unique and more effective. 


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