Wealth Management and Beyond
WE ARE GROUNDED IN CORE VALUES OF FAMILY, FREEDOM, AND LEGACY THAT GUIDE US TO BE THE LONG-TERM STEWARDS OF OUR CLIENT'S FINANCIAL STORIES. WE ADDRESS BOTH THE "I WISH I HAD" PAST REGRETS AND THE "I WONDER IF" FURTURE CONCERNS BY HELPING OUR CLIENTS INTENTIONALLY WRITE A NEW STORY WITH A CLEAR NARRATIVE IN WHICH THEY ARE IN CONTROL. WHILE EMPHASIZING TEX EFFICIENT STRATEGIES, OUR GOAL IS TO CREATE FINANCIAL FREEDOM AS THEY DEFINE IT AND ALLOW THEM TO "LIVE WHERE THEIR FEET ARE AT."
THROUGH AUTHENTICITY AND TRUST, WE BUILD LASTING RELATIONSHIPS WITH CLIENTS AS THEY FORGE A LEGACY THAT WILL ENDURE THROUGH GENERATIONS.
WHY ANTHOLOGY
AN ANTHOLOGY IS A COLLECTION OF WRITINGS OR STORIES BY ONE AUTHOR. WE BELIEVE YOU CAN LET LIFE DICTATE YOUR STORY OR YOU CAN GRAB THE PEN AND BECOME THIS AUTHOR. WHILE WE DON’T CONTROL ALL ASPECTS OF OUR JOURNEY, WE CAN STEER THE OUTCOMES THROUGH THOUGHTFUL DECISION MAKING. OUR TEAM WILL COLLABORATE WITH YOU TO CO-AUTHOR YOUR FINANCIAL NARRATIVE. YOUR FINANCIAL STORY DESERVES TO BE WELL WRITTEN, EDITED AS NEEDED AND INKED IN LEGACY.
Our team is award winning
Forbes has recognized Armen Khadiwala as a best-in-state wealth advisor. Both Armen Khadiwala and Nicholas Langefels have also been recognized as two of the top financial security professionals in the country. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you.
"Forbes ""Best-in-State Wealth Advisors"" list (April 2024), research and ranking provided by Shook Research, LLC. Based upon data as of 6/30/2023. Forbes ""Best-in-State Wealth Advisors"" list (April 2023), research and ranking provided by Shook Research, LLC. Based upon data as of 6/30/2022. Forbes Top Financial Security Professionals list (July 2022). Research and ranking provided by Shook Research. Based upon data as of 12/31/2021. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success."