As we mark this milestone, we’re filled with gratitude — for the clients who trust us, the team that drives us, and the partners who continue to innovate alongside us.

This year, we’re grateful to share this anniversary video in collaboration with our technology partners, Wealth.com and Moxo.

Moxo, thank you for helping us further streamline communication and elevate the service experience. The estate planning experience, powered by Wealth.com, offers a modern and intuitive approach to legacy planning, and we are proud to make this innovative solution available to our clients.

Here’s to the next chapter of growth, impact, and intentional wealth stewardship. 🥂