Our Mission

At 168 Wealth Strategists, we believe that financial planning isn’t just about numbers; it’s about people. It’s about understanding your dreams, your aspirations, and what truly matters to you. We know that your financial journey is deeply personal, as unique as your own fingerprint, and that’s why we take the time to truly get to know you. We don’t just look at your assets and liabilities; we delve deeper, seeking to understand your values, your passions, and the legacy you wish to leave behind.

We understand that life is a tapestry woven with different threads – family, career, personal growth, and community – and your finances need to support all of these interwoven elements. That’s why we go beyond the surface, asking the important questions: What are your most cherished memories? What are your biggest hopes for the future? What impact do you want to make on the world? By understanding these fundamental aspects of who you are, we can create a financial plan that isn’t just about accumulating wealth, but about living a life rich in meaning and purpose.

Our team of experienced financial advisors becomes your trusted partner, walking alongside you on your journey. We’ll listen intently to your concerns, answer your questions with transparency and clarity, and provide you with the guidance and support you need to navigate the complexities of the financial world. We believe in open communication and collaboration, ensuring that you are always informed and empowered to make decisions that align with your best interests.

When you choose to work with 168 Wealth Strategists, you’re not just getting a financial plan; you’re gaining a dedicated team committed to your success. We’ll meticulously craft a personalized, written, lifetime financial plan that serves as a roadmap to achieving your goals. This isn’t a static document; it’s a living, breathing plan that evolves with you as your life changes and your priorities shift. We’ll regularly review and update your plan, ensuring that it remains aligned with your evolving needs and aspirations.

We’re more than just financial advisors; we’re your advocates, your confidantes, and your partners in building a brighter future. We’re passionate about helping you achieve financial peace of mind, knowing that you have a solid plan in place to secure your future and the future of those you love. Our ultimate goal is to empower you to live a life of purpose and fulfillment, knowing that your finances are working in harmony with your values and your dreams. At 168 Wealth Strategists, we’re not just helping you manage your money; we’re helping you build a life you truly love.