Essence of PFS

Your Return on Life^®

Return on Life^® is a mantra about making the most of your life, not simply defining yourself by numbers on a page.

Wealth is not the only determinant of happiness. Happiness and fulfillment are dependent on many non-financial measures—family, friends, health and well-being—all of which must come together seamlessly to achieve your personal definition of meaning and purpose. Together, these elements create your Return on Life^®.

While Return on Life^® reflects all aspects of how you define happiness and fulfillment, we understand the impact that successful financial and money management can have on your life. Our holistic approach focuses on helping you keep your wealth on track toward achieving what you value most in life through a series of personally-defined measures that extend well beyond investment performance to include factors that enable:

• Business and career achievement

• Family harmony and well-being

• Personal goals and accomplishments

• Civic and charitable endeavors

Your PERSONAL CFO^{TM -} Making a Difference in Your Life

As your PERSONAL CFO^TM and Complete Family Office team, our experienced wealth advisors seek to protect and prudently grow your wealth now and for future generations according to your family plan. For more than 25 years, we’ve forged relationships with industry leaders and innovators to bring resources to our clients that help anticipate and overcome challenges, and bring greater simplicity and clarity to managing wealth.