Cultivate. Network.
Get creative.
It starts with building relationships and our desire to help others within our networks and communities.
With our combined financial experience and background in the luxury travel and leisure industry, we bring a fresh perspective on how we care for you, your family, and your business. Together, we’ll work through complex financial situations, always bringing creative solutions forward (and having some fun along the way, too).
As successful entrepreneurs ourselves, we've grown businesses, become business coaches, and established a powerful network—experience and resources we're eager to leverage for you.
Kevin Dick, AIF®, AAMS®, CRPS®, CPFA®, CEPA®
CEO & Wealth Advisor
Carrie Dick, AIF®, CPFA®, CEPA
President & Wealth Advisor
Our values are simple.
Sleep-At-Night Factor
We can’t actually guarantee sleep, but we’ll never keep you waiting for an answer. If it’s keeping you up at night, it’s keeping us up too.
Leave It Better Than You Found It
Every encounter means something. Whether you choose to work with us or not, you’ll still walk away with more knowledge than you came with.
Love People
We love helping and getting to know you and your family. It’s why we do what we do. We love people.
Our Golden Rule
Our environment is respectful and inclusive. We’ll treat you how you want to be treated and always meet you where you are.
