Deliver an industry-leading wealth management experience by providing our clients with technology-driven solutions and striving to achieve superior risk-adjusted results. We form deep and trusting relationships with our clients to preserve, grow, and distribute their wealth over multiple generations in the most tax-efficient and cost-effective manner possible. Our success is best measured by our ability to exceed our clients’ expectations in achieving their specific goals.
Integrity. We hold ourselves to the highest ethical, fiduciary, and moral standards under law and our simple and transparent fee-only model aligns our interests with those of our clients’.
Culture. We foster a collegial and collaborative work environment built on a free and open exchange of ideas, mutual respect, and an unwavering commitment to our clients’ needs.
Technology. It should be easy for clients to do business with us. We embrace the rapid evolution of technology and are willing to move beyond traditional thinking to improve and enhance the overall client experience.
Community Service. Little House Capital and our employees are committed to helping others and giving back to the communities in which we work and live both with our time and financial resources.