We believe that success is the result of collaboration and pattern our approach to wealth management after the “Mayo Clinic Model of Care,” which is defined by high quality, compassionate care delivered by a team of experts where the primary focus is on meeting the needs of the patient (client).

We are a pure wealth management firm working to help our clients grow and protect their assets. We are not a commercial or investment bank, or a brokerage. We don’t produce or sell products, thus avoiding potential conflicts of interest.

We look to deliver outstanding performance in everything we do, from client relationships to portfolio construction and investment management. We keep our clients regularly informed in understandable language rather than Wall Street jargon.

We believe in transparency, independence and in developing the appropriate skill set to best serve our clients. Our interests are always aligned with theirs.

Respect for people, society and the planet are at the heart of our Core Values and drive our investment approach, which is in alignment with ethical, environmentally, and socially responsible standards. We look to enrich our clients lives not only through our investing acumen, but through a collaborative process that creates memorable experiences and delivers excellence. In our client relationships, we listen before we speak and work to create positive outcomes.

We believe in giving back to society through pro bono financial planning for individuals in need and in helping to educate our profession’s next generation by providing student internships. Our team donates a portion of our earnings each year to a range of charities including those dedicated to cancer research, adoption and foster care and providing food and material assistance to families in need.

Performance Wealth is an independent, privately-owned firm which gives us the freedom to make client-focused decisions based on individual needs and financial goals, without consideration of the priorities of a parent company’s shareholders and free from the conflicts of interest that can arise from such an affiliation.