Our Areas of Focus
Wealth Management
Retirement Planning
Tax Optimization
Wealth Management
Retirement Planning
Tax Optimization
As we approach the end of 2024 and look ahead to 2025, I wanted to share some insights into our vision for the new year and the decade to come. I have three main objectives for next year: a reduced role for myself, an expanded role for William, and a move to our new office.
A few thoughts, cash rates, and our latest updates.
The nice thing about running your own business is you don’t have to answer to anyone. The scary thing about running your own business is you don’t have to answer to anyone.
As we turn the page to 2022, and I enter my 29th year in the financial services industry, I can't help but reflect on the last six months and say how truly thankful I am for what we have been able to accomplish at ENZI Wealth.
New beginnings. The all-but-inevitable part of life: equal parts terrifying, exhilarating, energizing, and life-bringing.
After 3 years it feels like we not only have our feet under us, but we are starting to run forward.