Over the years of working with our clients, we have heard a common theme about how you view your wealth and your legacy. Many of you have even mentioned that you wish to leave an inheritance to your children’s children. For so many of you, your legacy is much more than just your financial legacy that passes from one generation to the next. It involves your family, spiritual and business values as much as it includes your financial legacy. That common theme has been a constant reminder for our team in how we approach financial planning and wealth management.
Thirteen Twenty-Two is based upon Proverbs 13:22, “A wise man leaves an inheritance to his children’s children.” It is our goal to assist every client in not only embracing and reaching your goals and dreams, but also to pass those goals, dreams and values on to your next generation.
As our team continues to grow, we are investing our time and resources to help you focus on building your legacy, one dream at a time.
