Danny Neish, CFP^®

How do I help clients live a richer life?
I believe wealth management should be about more than growing and protecting wealth. Setting financial goals can give meaning and purpose to wealth and I help my clients live a richer life by providing peace of mind along the way. My responsibility is to create and monitor financial plans that stay on track for success, but ensuring there are no unanswered questions or uneasy feelings is equally as important to me.

How do I align my time and money with my values and passions to Live a Richer Life?
When I look around and realize that passions brought me to where I stand and personal values determined how I showed up, I can find joy in that moment. Whether volunteering in my neighborhood, lending an empathetic ear to others, or taking moments for self-reflection, I strive to live authentically aligned with what matters to me. Through intentional choices, my lifestyle reflects my values and contributes positively to the world around me.