Broker Check



“People don't care how much you know, until they know how much you care.”

President Theodore Roosevelt

Our Values

For more than 16 years, we have served as independent wealth advisors to our clients and their families. We have built our practice around helping families with all of their financial concerns and providing a safe, comfortable environment for them. Generational family planning, legacy planning, and education are at the heart of our firm and we offer clients a high-touch, personal process.

We have based our firm around the 5 C Values: care, character, chemistry, competence, and consultative.

Care

Like Roosevelt, we believe that people don’t care how much we know until they know how much we care. Because of this, we work hard to deliver a high level of service and care to each and every client.

Character

Our family values and principles shine through when working with clients. We cultivate relationships built on trust that often lead to lifetime friendships. 

Chemistry

We learn as much from our clients as they learn from us, which is why it is crucial to have client-advisor chemistry. We work best with clients that share our values and passion for stewardship.

Competence

Not only are we value-driven, but we are also highly-qualified and have dedicated ourselves to furthering education. Our founder, David Shimana, is a Five Star Wealth Manager, Certified Wealth Strategist®, and former CPA.

Consultative

Before even talking about products or financial plans, we get to know our clients on a deeper level and establish what matters to them. Only then do we design plans according to their goals.