How We Serve We are driven by the pursuit of delivering exceptional value to our clients. We attribute our growth in the number of families we serve to the value we deliver in two primary ways. First, we have become known for a ferocious, proactive level of service with our clients. Second, we believe we can best serve our clients by resourcing strategies that have been typically reserved for only the wealthy few in our country. This is why we exist. More importantly, this is why we need to exist. Somewhere along the way, Wall Street has forgotten its purpose of serving Main Street, and has prioritized bigger profits by serving only the wealthiest clients. This has led to great investment opportunities for the elite, while middle and upper-middle Americans have been left behind. Our mission is to level the playing field.