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Supporting Your Legacy

Bringing families closer
with a clear vision
of their shared values
and purpose
around money.

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"Monthly Matt Chat" & our NEW "Ask Matt a Question" dates!

Contact us if you'd like the invitation for either (or both!).

The Monthly Matt Chat
2nd Wednesday of the Month
Matt Barnhart shares our new 2026 Agenda, his 2026 Thesis & digs into our 1 of 7 topics for the first 1/2 of 2026.

The NEW AMaQ (Ask Matt a Question)
Wed: 3:45pm PST, Fri: Noon PST 
Live "Ask Matt Anything"-style Zoom(s). 

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More resources for supporting Your Family's financial journey coming soon!

In the meantime, check out your YouTube!

Unlock valuable insights and practical tips from our seasoned financial advisors to navigate your financial journey with confidence. Our videos are specially curated to help enhance your financial literacy and empower your financial future.

Explore YouTube

Have a Question?

Join our next Family Legacy Program 5-Day Challenge
Ready to See Your Family Legacy Plan Blossom Into Action?

We view the beech tree as an ideal representation of generational wealth. The person who plants the seed understands that they may not see its maturation. Despite this awareness, they proceed with planting the seedling to help ensure that future generations thrive beneath its sheltering canopy. Our groundbreaking program helps families secure and strengthen their shared objectives.

Join Waitlist for Next Challenge Here!
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