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SHARP. PERSONALIZED. BALANCED.

Wealth management that matches our clients’ objectives and lifestyles

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Client Centered

Who We Are

Wealth management with a commitment to craftsmanship.

Our founder’s woodworking passion intersects with his financial expertise. Combining craftsmanship and financial acumen, we offer a unique wealth management perspective characterized by sharpness, personalization, and balance. Just as each burl is unique, shaped by varying circumstances and conditions, so too is each person or family. We prioritize understanding each client’s individual needs and tailor investments and strategies accordingly.

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Our Mission

We help clients and their families confidently pursue their aspirations.

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Our Team

Our goal is to offer quality strategies that match our clients’ objectives and lifestyles. By combining our knowledge in wealth management with a commitment to craftsmanship, we aim to provide advice that stands the test of time.

Matt Sheffield

Matt Sheffield

OWNER, WEALTH CONSULTANT

Kayla Colson

Kayla Colson

CLIENT SERVICES SPECIALIST

Kate Sheffield

Kate Sheffield

CLIENT SERVICES ASSOCIATE

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Our Services

  • Financial Planning
  • Investment Management
  • Portfolio Construction
  • Investment Management
  • Estate Planning
  • Charitable Giving
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