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OUR PRIME DIRECTIVE

To help people to discover the true meaning of wealth in order to help them fulfill their financial dreams and achieve their philanthropic vision.

Wealth is not limited to having money. True wealth is defined as the ability to experience and enjoy God’s blessings such as family, friendship, and serving others. God is the source of all gain, and apart from him we are unable to amass real wealth. We were designed as caretakers of God’s assets, so our spending and investment habits are an extension of his will.

It is a privilege to manage and help others manage God’s riches and take care of the world in which we live. In the end, it doesn’t matter what or how much we possess-it’s about what we do with the things that we have been entrusted to us that really matters.

We see money as an instrument to help you enjoy your blessings and a tool for spreading love and goodness throughout the world. Our ultimate vision is to shape our clients into excellent financial stewards.

 

OUR MISSION

To honor our calling as Financial Advisors and Philanthropic Mentors by providing world class financial services and charitable planning based on passion, integrity and education….and helping people discover the real meaning of “wealth“ along the way.

 

OUR VISION

A world where every generation is inspired to include charity in their financial plan.

 

OUR CREED

We believe in God, family, and community (in that order).

We believe in the goodness of humanity.

We believe in treating others how you would like to be treated.

We believe in financial education for peace and harmony for families, marriages and individuals.

We believe you cannot buy the most important things in life.

We believe in empathy and compassion.

We believe in integrity and doing the right thing, always.

We believe in pursuing life goals through proper management of one’s resources.

We believe that wealth is not limited to currency.

We believe in pursuing balance in life.

We believe in giving and serving others selflessly.

We believe that your alignments are more important than your assignments.

We believe in excellence in everything we do.

We believe in providing a World Class Experience.

We believe in diversity.

We believe in faith, hope and love.

Volunteer

In 2004, I had the privilege of working as a translator for a group of physicians on a medical mission in the highlands of Guatemala. During that trip, a man in a wheelchair thanked me because the surgeon from Dallas was going to give him two prosthetic legs. Another man who had suffered from cataracts shared with me how grateful he was because he again could be useful to his family. I realized that surgeon, my client and dear friend, not only saved his sight, but gave him back his life.


Based on that experience, I felt a calling and I made the decision to align my passion and purpose to help fight the healthcare crisis in rural areas of Latin America with my career as a Wealth Management Advisor. And I ask medical professionals to be open to donating a week of their lives to help the poorest in the world. By doing this, we hope to ignite a passion for philanthropy in their hearts.
 

 
 
Physicians Nationwide

Karin V Larrave
Financial Advisor


Physicians Nationwide

 

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