The journey
to a wealthier life

We help clients navigate the financial and personal challenges that come with change and complexity, and we also ask them the big questions about what they want from their lives. What begins with a challenge becomes a journey to a wealthier life.

Many of our clients come to us during life transitions such as changing careers, starting families, exiting companies, going through divorces, or retiring from full-time work. They also come to us because their money is in motion — they need to diversify a large holding in one company, sell a home or other real estate, or simplify their financial lives.

We have worked with clients who left jobs that were no longer rewarding and went into business for themselves. We have helped clients work through money issues with their children and parents. Other clients have sold assets to become philanthropists and social-impact investors.

For us, it's about more than financial stability. It's about building wealthier lives.

“We help clients manage not only their financial wealth, but the arc and trajectory of their lives.”

Mark T. Johnsen
Chief Wealth Architect, CEO & Founder
What we value
1

Working with people who know that "wealth" means more than money.

2

Building authentic and trusting relationships.

3

Helping people invest for positive change in themselves, their families, and their communities.

We only work 

for you

Unlike many financial services firms, we’re an independent Registered Investment Advisor (RIA).



As a Registered Investment Advisor, we’re bound legally and ethically to act in your best interest as a fiduciary (see our Form ADV). We don’t get paid any commissions on financial products or transactions. The only person who compensates us is you. Our fee structure is clear and transparent. So you won’t have to worry about hidden costs or wonder how much you’re paying us.



We believe this way of doing business reduces conflicts of interest and incents us to do what’s best for your plan. When you do well, we do well.

Unlike many financial services firms, we’re an independent Registered Investment Advisor (RIA).



As a Registered Investment Advisor, we’re bound legally and ethically to act in your best interest as a fiduciary (see our Form ADV). We don’t get paid any commissions on financial products or transactions. The only person who compensates us is you. Our fee structure is clear and transparent. So you won’t have to worry about hidden costs or wonder how much you’re paying us.



We believe this way of doing business reduces conflicts of interest and incents us to do what’s best for your plan. When you do well, we do well.

An intentional community

We've built a community of clients, team members, and other professional advisors who are authentic and share our values. We regularly host informative speakers and workshops to share everyone’s wisdom and perspectives.

Our clients include a diverse set of individuals, families, and nonprofits. They are doctors, athletes, engineers, professors, corporate executives, tech entrepreneurs, artists, and change agents. Most are self-made, many having shaped the companies and institutions of Silicon Valley. They have poured their energies into raising families and supporting their communities.

We are grateful for the opportunity to serve them.