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Our Inspiration Is You

 

At Thirteen Twenty-Two Advisors, we understand that your financial journey is more than just a series of transactions; it's a reflection of your values, dreams, and aspirations for yourself and your loved ones. 




Our Values


Our firm draws its inspiration from Proverbs 13:22, which underscores the importance of leaving an inheritance for future generations. Just as this biblical wisdom guides us, our focus at Thirteen Twenty-Two Advisors centers on two core values: Family and Belonging, and Personal Growth and Responsibility. We believe that these values form the bedrock of a fulfilling and purposeful life.




The LegacyBridge Framework

 

At the heart of our services lies The LegacyBridge Framework: a comprehensive and holistic approach to financial planning. We don't merely offer point-in-time advice; instead, we provide you with a roadmap to navigate life's uncertainties. This framework is designed to empower you to make informed decisions, ensuring that your financial choices align seamlessly with your values and long-term goals.




Our Services

At Thirteen Twenty-Two Advisors, we understand that your financial aspirations are deeply intertwined with your core values of family, belonging, personal growth, and responsibility. Our suite of services is meticulously crafted to align with these values, providing you with a comprehensive and tailored approach to financial planning.

Who We Are

Who We Are

Caring & Knowledgeable

What We Do

What We Do

Provide Clarity & Confidence

Our Process

Our Process

Customized & Adaptable

We're here for you!

Our firm works directly with successful families, small and mid-sized business owners, and executives in working toward financial independence through time-tested wealth management strategies.

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Helpful content

Curated articles, videos, and more for a financially savvier you.

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More information you can use

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.
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What our team has to say:

"Managing your wealth is a lot like climbing Mount Everest. Reaching the top requires one set of strategies. Returning to the bottom successfully requires another set of strategies."

"When it comes to your money and taxes, it's not always how much you make, but how much you get to keep."

"Investing is a marathon, not a sprint."

"When dealing with your finances, sometimes there are not black and white answers.  In those cases, the best decision you can make is the one that helps you sleep best at night."

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