Let's make an excellent plan together!
Let's make an excellent plan together!
About Us
Since 2002, we have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? We would be glad to help.
Our Long-term Approach
We start by listening to your hopes and aspirations—your goals and objectives. We mix what we discover with an up-to-date perspective on the economy and financial markets to design and propose a strategy for reaching those goals. We implement the strategy and stay in close communication to monitor progress and adjust as needed.
Why Us?
We understand the impact that inflation has on your net worth and the need to stay ahead of it. Knowing you may need to take distributions from your portfolio, we work diligently to be prepared. We hope we can establish a durable, comforting relationship of trust and put decades of experience to work on your behalf.
Joe Caldwell, CFA, D.Min.
Chartered Financial Analyst, Doctor of Ministry
Joe began his career as a minister, serving two large churches in California. In 1994, Gateway Seminary selected him to serve on its staff. This led to a gradual transition into investment management in 2002. The result of these decades of experience is Joe's unique ability to relate personally and with empathy as well as provide well-informed investment recommendations.