Our culture

We have assembled a team of talented professionals selected not only for our experience and knowledge, but also for our dedication to serving our clients and exceeding their expectations.

Our clients have achieved a high level of success in their lives and they have trusted us to be their financial stewards.  As such, we have set forth a list of values that guide us in our everyday lives, both inside and outside of the workplace.

Shared Values for IMPACT

Integrity, Honesty and Objectivity

  • Always act with integrity, honesty, empathy and honorable character
  • Maintain the highest ethical standards and an independent perspective
  • These qualities are the foundation for the trust that our clients have in us

Motivated and Committed to Serve Others

  • Have a passion for serving clients at the very highest of standards
  • Go above-and-beyond to serve and impress our clients
  • Demonstrate a find-a-way, can-do attitude

Passion for Excellence

  • Strive to set the standard of excellence in all that we do
  • Maintain world-class expertise through intellectual curiosity and continuous improvement
  • Be open to new ideas; encourage lifelong learning; welcome thoughtful critique and criticism


  • Take initiative; show courage; no job is too small
  • Hold ourselves and others accountable for exceeding client expectations and delivering results
  • Manage firm resources cost-effectively

Compassion and Respect for Others

  • Respect, listen to, help and appreciate everyone on our team
  • Treat everyone with dignity; our clients, team members, vendors and competitors
  • Enjoy the journey and each other; never have fun at others’ expense

Teamwork and Collaboration

  • Believe in the power of skilled and motivated people working together;
  • Build strong relationships; develop others; communicate clearly, candidly, and concisely
  • Be humble; keep egos in check; we are more interested in achievement than status