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Call Us: 540.345.3891
Get our weekly message exploring the intersection of faith, finances and family values delivered directly to your inbox.
Get a complimentary custom Biblically Responsible Investing screening report for your portfolio.
We understand how it feels to be in a fog about your investments! For two decades we have helped hundreds of families around the country gain the clarity they need to plan wisely and make biblically-responsible investing choices. Using our three step True Wealth Solution™, you too can be on the path to building your dreams AND preserving your faith values.
Now is the time to make your money matter so you can hear, “Well done, good and faithful steward!
The introductory meeting is designed to clarify and understand each client’s unique concerns, values, passions, and dreams.
The True Wealth Solution™ helps you get crystal clear on your current financial position and outlines a simple action plan that will help you accomplish your goals.
Have peace of mind knowing you Invested in a portfolio of companies you can be proud to own - without sacrificing returns.
