Who We Are
I trust this message finds you well. I am delighted to extend a warm greeting and introduce you to Thirteen Twenty-Two Advisors, a values-based financial planning firm committed to guiding families and individuals towards a secure and purposeful financial legacy.
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. 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.
Ideal clients for us are those who share these values and recognize the significance of building a legacy that transcends financial wealth. We understand that your wealth is not just a collection of assets; it is a testament to your life's work, dedication, and the relationships you hold dear. Creating a financial legacy extends beyond monetary transactions, and encompasses the values and principles that matter most to you.
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.
What Sets Us Apart:
- Values-Driven Philosophy: Our commitment to values ensures that every financial decision reflects your unique priorities and aspirations.
- Family-Centric Focus: We understand the importance of family in shaping your legacy. Our strategies are tailored to encompass the well-being of your loved ones.
- Personal Growth and Responsibility: We believe in fostering personal growth and responsibility, not only for your financial well-being but for the betterment of your overall life journey.
As you embark on this journey with Thirteen Twenty-Two Advisors, you can expect a dedicated team of professionals who are not only financial experts but also compassionate advisors invested in your success.
We look forward to the opportunity to discuss how Thirteen Twenty-Two Advisors can become an integral partner in shaping and securing your financial legacy.
Thank you for considering Thirteen Twenty-Two Advisors as your financial partner. We look forward to the possibility of working together and helping you build a lasting legacy.
*All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.