Luke Kratz

We want a logo that features a little red wagon with symbols representing time and money in the wagon. The reason is that we tell a story to clients to conceptualize and communicate our over-arching view on how we can best affect our client’s lives in a positive way. Short version of the story: We consider your time and your money to be tools... NOT assets. We believe that we really only have two assets in this life. Our relationships and our health. Time and your money are just tools. There is little doubt that having more time and more money will help you enjoy life more, but they alone do not make life worth living. When WE talk about helping our clients with "asset management", we are not talking about their money, instead, we are talking about ways that we might be able to help them best use these resources (money and time) as tools to enhance and enjoy the true assets in their lives: Their relationships and their health.