Our Firm

Our Mission Statement:

Using a return on life, heart-based approach, we help individuals make wise financial decisions by minimizing emotion-driven money mistakes.

Our Core Values:

We are passionate about helping clients to first learn contentment and inner peace. We then move outwards to the services and products that best fit the specific needs of each client. All financial advisors promote their expertise in investing and financial planning, but research suggests that advisors who coach their client's hearts, ultimately affecting their behavior, will add to their client's returns.

Our firm conviction is that when our hearts are right, we're more likely to make wise long-term financial decisions. Our hearts impact our financial planning, decision making and selection of specific investments.

At AssetDynamics Wealth Management, we believe that a plan is a powerful tool.

Reaching your long-term financial objectives hinges on having the right plan - one that fits your unique circumstances and grows with you.

Planning your financial future can be a daunting task. That's where AssetDynamics Wealth Management comes in. We're trained, licensed professionals, and we can draw on years of financial planning experience when creating a long-term plan. Whether your concern is paying too much in taxes or not having enough money to last throughout your retirement, we can help you.

Please call today if you think your plan is out-of-date. Most people need to update their financial plan each year to help ensure that it is in step with their life. If it's been a while, act today.