Our Mission
We aim to be the most trusted advisors to our wealth holders whom we sit beside to create mission, vision, values driven planning.
Our Vision
We aim to be the most trusted advisors to our wealth holders. Our team is the prototype partnership for "doing well by doing good" with wealth holder focus in the forefront of our mind.
Our Values
We are wealth holder focused with the fundamental belief of "people over profits." We are focused on long term mission, vision, values driven strategy versus short term fads. We aim to be the most trusted advisor at the "right side of the table" with our wealth holders. We are driven to refine our craft through increased designations and advanced certifications. We all do well by doing good.
Our Background
Our team was formed to build a concierge style practice that enables our wealth holders to achieve their financial goals through implementation of creative and innovative solutions. Daniel Dittman, CPA, CFP®, ChFC®, CLU®, CASL®, RICP®, is our resident Wealth Management Advisor focusing on wealth accumulation and distribution strategies. Dan spent 30 years as a CFO for two different companies, both valued at over $500 million before deciding to launch a financial planning practice with Northwestern Mutual.
