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 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.
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.
Caring & Knowledgeable
Provide Clarity & Confidence
Customized & Adaptable
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.
Curated articles, videos, and more for a financially savvier you.
Bull and Bear Go To Market
Preparation is the Key to Retirement
Retirement Accounts When You Change Your Job
"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."