Minimum Investment Requirement
Please note that the minimum investment for new clients is $500,000 per household.
While our full-service approach to wealth management and planning may be best suited for individuals and families who are well-established on their stewardship journey, we also view our work as a marketplace ministry.
In that spirit, we may make exceptions to our investment minimum to serve widows and those in full-time ministry vocations.
We also offer complimentary financial planning to all children of existing clients, to assist with legacy planning and help prepare the next generation of stewards.