Our Purpose

Our moral compass along with our values give meaning to our purpose. You can observe them in the long-term relationships that we develop between our clients, partners and staff, and we use them in every aspect of our practice.

We provide comprehensive services to individuals, families, emerging affluent and closely-held business owners. Our goal is to perpetuate financial peace of mind. To enable our clients to keep promises that should be made, with guidance on how to execute them. We bring together the business of the heart and the mind to achieve value, dignity and independence. This commitment is provided using principles of unified portfolio theory and tax alpha methodology.

The golden rule is the essence of our firm’s service. The simple power of the golden rule not only dictates how we treat our people, but also shapes how we have optimally built Mainsail Advisor Group, LLC to individually care for clients without sacrificing their access to resources or innovative products and services.

Objectivity is a value tantamount to CPAs and wealth managers. It acts as our “rudder” and navigates our professionals on the path to providing independent advice in the creation of an impartial and effective financial plan for you – the client.

Sailors know every expedition needs an experienced crew to harness the power of the wind to weather whatever lies between you and brighter shores.

Our comprehensive, tax-centric wealth management services are undivided and inclusive of the information and services provided by the accounting firms affiliated with Mainsail Advisor Group, LLC. This allows us to pay attention to historical client details and help ensure effectiveness in our planning.