Out Story
How Pisces Wealth Began
The firm started in 2007 with a rented office, two client lists, and a stubborn belief that the conversation should come before the recommendation.
The story
In 2007, a young intern named James Norton walked into Keating & Associates, a firm where Greg Hill had already spent 15 years building his career.
Their paths ran parallel at first, each developing their own strengths. It was James who saw the opportunity: Greg’s ability to connect with clients and front-line relationships paired with James’s appetite for complex, high-level planning could create something rare.
Together, they built the Future Success Builder, a process that introduced consistency, structure, and clarity into client relationships. What started as a complementary working arrangement deepened into a true partnership built on mutual respect, shared values, and a profound commitment to the people they served.
Clients felt the difference. This wasn’t transactional advice. It was a genuine relationship. Staff grew in that environment. The practice grew too with larger clients, a stronger team, and a clearer identity.
Their distinct roles became an asset: Greg leading the human connection, James architecting the planning strategy. And through it all, neither let ego get in the way of the team’s purpose.
Pisces Wealth was born from that partnership and it reflects everything Greg and James believe wealth advisory should be: human, intentional, and relentlessly focused on the client’s whole life.
Nineteen years
How we got from there to here
Growth was never the goal. Depth was. Each of these was a decision to get better at something rather than bigger at everything.
The practice opens
Two advisors, one shared office, and a client list built entirely on referrals from people who wanted to be asked questions before being sold anything.
A crisis, thirteen months in
A new firm learning its business during the worst market in a generation. Nobody left. It turned out that clients who understood their plan behaved differently than clients who owned products — and that lesson shaped everything after it.
The process gets a name
What had been instinct became documented method: six steps, in order, every time. The Pisces Wealth Process™ made the experience repeatable without making it generic.
CEPA® and the business-owner practice
So many clients were business owners that both partners earned the Certified Exit Planning Advisor designation. Exit and succession work became a discipline of the firm rather than a favor we did for clients.
Four foundations, and a philanthropic practice
Advising and serving as trustees for private foundations taught us how differently intentional giving works when it's structured. The Philanthropic Blueprint came out of that work.
Six people, still in Lawrence
Serving families and business owners coast to coast, with institutional resources behind us through Integrated Partners — and the same rule about first meetings.
The name
Why Pisces?
Two fish, moving together, in the same current. It was meant as a description of a partnership — two advisors who decided the work was better done in tandem than alone.
Over time it came to mean something about the client relationship too. Your plan and your life should be swimming in the same direction, and someone should be beside you rather than ahead of you.