About Us

Founded by Ken Jobes and Jon Solo, our firm offers clients the combined wisdom of over 50 years of experience and the fresh eyes of a new generation, complementary viewpoints that provide clients an encompassing perspective of an ever-changing financial landscape. Beyond just the combined experience and knowledge, the value provided to you as a client is ongoing continuity and assurance that a trusted advisor who understands your unique concerns will be with you throughout your journey.

  • We're not in this business of trying to outperform the market in the short-term
  • We’re not trying to predict the future or time the market.
  • We're not here to push a product or serve some corporate interest. 
  •  Our goal is to manage against downside losses so we can capture long term performance while taking less risk.

We're in this business for the privilege of helping businesses succeed, helping people live the retirement they dreamed of, and seeing families build a legacy for generations to follow. We recognize the value of the trust our clients place in us, and in turn, we are committed to preserving their wealth, striving to provide high-quality wealth management planning ideas, sophisticated estate and asset protection recommendations, strong risk-adjusted returns, and the highest levels of service.