Seneschal Financial Advisors
You don't measure success with a dollar sign; and your goals for your wealth aren't strictly financial. Your measure of success is your spouse's peace of mind, seeing your children make smart financial decisions of their own, and making a difference in the world. What matters to you is stewardship: preserving wealth for the benefit of the greater good — the people, community, organizations and world that you care about.
Seneschal Advisors, LLC is a financial advisory firm that helps you intelligently manage and preserve wealth, while reconnecting financial decisions with values and purpose. We work with you to create comprehensive financial plans, to simplify and synergize your holdings, and to support the actions that help you create a legacy - financial and otherwise.
- Book Recommendations: Wealth In Families, the book that takes a fresh look at family issues and philanthropic opportunities. This book and more here.
- Living Your Values: National Center for Family Philanthropy, an organization that makes giving easier. This and more organizations for serving, and giving here.
- In the News: Jon Duncan, CFP®, interviewed by Fortune magazine. This article and more here.
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