Boutique wealth advisory · Est. 2007
A small firm, on purpose.
Nineteen years in Lawrence, Kansas. Six people who know your name, your business, and what you’re working toward — and a process built to keep all of it moving in one direction.
Who we are
We stayed boutique because that's where the good work happens.
Pisces Wealth was built around a simple conviction: the decisions that shape a family’s financial life deserve a real relationship, not a call center and a quarterly statement.
We could have grown by adding accounts. Instead we grew by going deeper — earning the CEPA® designation for business transitions, sitting on the boards of four private foundations, and building a repeatable process so nothing important falls between the cracks.
Independent, fee-transparent, and accountable to exactly one party: you.
Est. 2007
Nineteen years, one zip code
Six people
Specialists, not generalists
Two CEPA® partners
Certified Exit Planning Advisors
Four foundations
Advisors, trustees & grant strategy
01 Team
Specialists, not generalists
Two managing partners with decades in planning, business transitions, and legacy strategy — supported by a practice manager, an operations director, and two coordinators whose entire job is making sure the details never slip.
CEPA®
Greg Hill, CEPA®
Managing Partner
Known for his calm, steady presence and ability to simplify complex decisions. He is typically the first call clients make for life’s biggest moments.
CEPA®
James Norton, CEPA®
Managing Partner
Grounded in his 4F Framework, James believes true abundance is whole-life alignment. A calming, lifelong coach through every season.
CFP®ChFC®
Laura Warta, CFP®, ChFC®
Wealth Manager
As a Financial Planner, I work with women at pivotal points in their lives, when the choices in front of them carry real weight.
02 Origin Story
It started with a conversation nobody else was having.
In 2007, two advisors kept running into the same problem: clients were being sold products before anyone had asked them what they actually wanted their life to look like. So they left, opened a practice above a storefront in downtown Lawrence, and started every relationship with that question instead.
Nineteen years later, that first conversation has a name — the Vision Clarifier — and it’s still where every client relationship begins.
03 The Pisces Wealth Process™
Most firms offer products. We offer a process.
The Vision Clarifier
Before strategy, alignment. What matters most, said out loud.
Financial Snapshot
Every account, obligation, and asset, catalogued in one place.
Personal Wealth Page
Your secure command center, available around the clock.
The Empowered Choice
Decisions made from knowledge instead of anxiety.
Future Success Builder
Scenarios modeled and stress-tested, then revisited.
Lagniappe
The extra touches that aren't on anybody's checklist.
04 How We Think About Investing
Evidence over instinct. Discipline over prediction.
We don’t forecast markets, and we don’t chase them. We build low-cost, globally diversified portfolios sized to your actual plan, then manage the two things that reliably move outcomes: taxes and behavior.
The plan sets the portfolio
Risk is a function of what your life requires — not a questionnaire score.
Cost is a certainty
Returns are unknowable. Fees and taxes are not, so we manage those first.
Diversify broadly
Thousands of holdings across geographies, sized deliberately.
Behavior is the edge
The best plan still needs someone to keep you in your seat.
All investing involves risk, including potential loss of principal. Diversification does not guarantee a profit or protect against loss. Past performance is not indicative of future results.