facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause


Money matters should not prevent people from fully enjoying their relationships, optimizing their time—and living their best life.

Our Commitment to You

Our team helps you exercise a greater sense of control and purpose by creating a coordinated financial strategy centered around your core beliefs and goals. We are committed to helping you find total alignment between your finances and the things you value most in life, both today and into the future.

Why Forty W?

Prioritizing You Is Simply How We Operate

This is about YOU. Your goals. Your values. Your priorities. Your fears. We seek to understand and align ourselves with your aspirations and concerns in order to deliver a service that is worthy of your trust. 

We Value Mutual Trust and Transparency 

Our clients trust us not just because they know we possess the technical expertise to address the ever-evolving financial scenarios they’ll face in life but because we take the time and care to understand them as people and what they hold most dear.

Does Our Approach Resonate With You?

Because of Our Highly Collaborative Working Style, Our Clients…

Value Trust

 Experience the benefits of working with a trusted advisor who provides planning that prioritizes a long-term perspective, commitment and discipline over short-term, emotional decision-making.

Prioritize Transparency

We are transparent—even when it can feel uncomfortable—about the ever-evolving circumstances of your life, personal & family values, financial circumstances, fears and other matters of importance. We are humans after all; the only constant is that things are going to change.

Want To Delegate

There is value in delegating the wealth management process to a professional advisor. There’s only 168 hours in a week and life moves fast. Our clients choose to maximize their time by focusing on the people and activities that bring them the greatest sense of purpose and fulfillment rather than worrying about money problems.

Give Back

Whether it be through philanthropy, generosity or simply random acts of kindness, our clients know the value of giving to the community. Life is more fun when we can celebrate the successes of others and make meaningful contributions to the people and communities around us.

See the Full Picture

If you have a desire for holistic wealth management that goes well beyond simply just managing your portfolio, give us a call today.

Could You See Yourself As a Client of Ours?

Get started with an initial conversation to learn more about how our services work.

Schedule Time to Talk