Between the bears
and the bulls,
thereʼs the
Beavers
As you probably know, the market has its ups and downs, also referred to as bull and bear markets. While it’s important to have a smart financial team ride that rollercoaster with you, there is more to our relationship than just managing money. Something even more valuable.
It’s the fact that getting to know you is every bit as important as knowing all the financial stuff. Because we love what we do, and our inspiration and enthusiasm is ignited by knowing we are helping people who we think of as friends and family. And that’s no bull.
“We put you and your financial well-being front and center.”
Christopher Beavers, CPFA, CRPC®; Managing Director
Meet our mascot
This is Stanley. He brings a lot of light-hearted fun to the very serious matter of managing wealth. Some might say Stanley is actually Christopher Beavers’ alter ego – but neither one of them will fess up to it.
