When you think about it, the idea of success is an interesting concept. We all aspire to it. We all reach for it. But we rarely attain it because whenever we get close to the destination, we redefine success. Think of it in the context of money and financial success. We all want to be …
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About Me
After working in the financial services industry for ten years I realized the strain investors were under with fees and a lack of service. Many advisors focus just on investment alpha instead of a service alpha. I am here to change that.
~ Stephen Carrigg, CFP®
Recent Posts

Golf, Investing and Controlling the Controllable
One of my greatest joys, and greatest frustrations at the same time, is a round of golf in the summer. John Feinstein wrote an incredible book about golf where it accurately described it as “a good walk spoiled” because it is exciting, thrilling, and completely bewildering all at the same …
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It’s Time to Talk About Money
Let’s face it, talking about money can be described as anything from difficult to downright embarrassing. Fifty-six percent of Americans believe talking about finances with other is taboo, according to a study by OnePoll of 2,000 adults. Debt, particularly, is considered so taboo that nearly …