Money Matters

Money is important. It has the power to add to or detract from all areas of our lives. But, we aren’t very good at handling money alone. Everyone benefits from sound financial advice; not everyone needs (or wants) a human advisor.

Meet Your Digital Advisor

It’s easy to get started. Just define your goals, select an investment philosophy, and open your account. We’ll take it from there.

Your Values. Your Goals. Our Process

Live in the moment with the hope & joy that comes from a well-planned financial future. This is the Happiness Dividend.


Define your life goals and balance your return needs with your risk tolerance.

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Target the investment outcomes you want while staying true to your investment philosophy and values.

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Our Process

We focus on asset allocation, diversification, and rebalancing

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Getting started is easy!

Why not consolidate your investments through our Digital Advisor?

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