Boutique wealth advisory · Est. 2007
Your life deserves more than just going through the motions.
You’ve worked hard. You’ve built something real. Now it’s time for a plan that matches the life you actually want to live … not just the one you’ve been managing.
Fiercely independent
CEPA® certified partners
Four private foundations
Integrated Partners
What abundance really means
Empowering you to live abundantly
Abundance isn’t a number in a bank account. It’s finding the positive. Seeing the next opportunity. Feeling like you have enough … and knowing you can do more.
Why human guidance matters more now than ever
Technology can give you information. Only people give you wisdom.
In an age of robo-advice and AI-generated wealth management, it’s easy to mistake data for direction. But the most important financial decisions won’t be made by an algorithm. They’ll be made by you — in moments of uncertainty, emotion, and complexity.
Think of us as your financial accountability coach. Anyone can download a workout plan. But the Pisces Wealth team is here to push you further, tell you when to change course, and keep you from going through the motions.
We help you navigate the blind spots — emotional decision-making, family dynamics, and business complexity — so you can make decisions with clarity and confidence.
Time: you can't make more. You can't save it.
Time is your most valuable asset. So why spend it managing complexity alone? Life is too short to leave your financial future on autopilot.
You’ve earned the right to have a team that works proactively on your behalf, thinks ahead, and keeps your financial life coordinated. That’s what we do. Every day.
Who we serve
You deserve more
Built for families and business owners, we work with people who have built meaningful wealth and deserve more than a generic financial plan.
- High-achieving families
- First- and second-generation business owners
- Individuals navigating wealth transitions
They come to us for the same reason that you have: because the stakes are high, the decisions are complex, and they want a team that brings both deep expertise and genuine care.
Strategic planning
Our strategic planning services
Not designed to be sold à la carte. Designed to work together, as one coordinated strategy. Where you engage us depends on where you are in your journey.
Acceleration Planning
For clients building wealth with intention, structure, and momentum. Whether you're growing a business, managing multiple income streams, or approaching a major milestone, Acceleration is where the work gets done.
New Horizon Planning
We don't call it retirement. We call it your next great adventure. New Horizon Planning guides you through the five-year window before and after your major life transition.
Business Owner Solutions
Your business and your personal wealth require completely different strategies — and a team that understands both. From exit planning and succession to protecting what you've built.
Legacy Planning
Legacy isn't about what you leave behind. It's about who you are and what you stand for. We help families define their legacy, preserve wealth across generations, and create a plan that reflects their values — not just their assets.
The Philanthropic Blueprint
For clients who want their wealth to create meaningful impact: a structured, strategic approach to charitable planning, foundation management, and giving that aligns with your deepest values.
A process that sets us apart
The Pisces Wealth Process™
Most financial firms offer products, but few offer a process. Our proprietary six-step framework brings structure, clarity, and intention to every aspect of your financial life — from your vision to your legacy.
Step One
The Vision Clarifier
Everything starts here. Before we talk about strategies, products, or allocations, we want to understand you — what you value, what you’re working toward, and what living abundantly truly means for your family.
The Vision Clarifier brings laser focus to what matters most, ensures everyone is aligned, and identifies the most critical issues to address right away.
Step Two
The Comprehensive Financial Snapshot
With your vision defined, we build a complete picture of your financial life. Every income source, every obligation, every asset — catalogued with clarity and organized so you can actually understand it. This step alone can be eye-opening.
Discretionary and fixed expenditures
Step Three
The Personal Wealth Page
Your financial command center — a secure, 24/7 hub where your entire financial life lives in one place. Investment accounts, tax documents, estate documents, insurance, mortgages, and the non-financial documents that matter too: family photos, letters to loved ones, marriage certificates.
We walk you through onboarding personally, and once it’s live, you have complete visibility and access whenever you want it.
Step Four
The Empowered Choice
This is where insight becomes action. With your complete financial picture in front of you — and your vision clearly defined — you can make decisions from a place of full knowledge rather than assumption or anxiety.
Step Five
The Future Success Builder
Here is where we test your plan against real life. We run scenarios, model alternatives, and stress-test your strategy so you can see clearly how the decisions you make today impact your future.
This is a recurring step: as your life, your goals, and the market evolve, so does your plan. The Future Success Builder aims to keep your plan up to date and working in your favor.
Step Six
Lagniappe/lan 'yap/
Think of the best meal you’ve ever had. You could follow the recipe exactly and it still wouldn’t taste the same, because there are small things the cook does that they don’t even think to write down.
Lagniappe is our version of those extra touches: ongoing, proactive research on your behalf — emerging strategies, regulatory changes, new opportunities, market trends. It’s not on a checklist. It’s a mindset.
The Pisces Wealth Process™ is a general framework and may not reflect individualized advice. All investing involves risk, including potential loss. Past performance is not indicative of future results.
A team in your corner
Specialists, not generalists
Greg Hill, CEPA®
Managing Partner
James Norton, CEPA®
Managing Partner
Laura Warta, CFP®, ChFC®
Wealth Manager
Bettie Zimmerman, AIF®, CPFA®
Financial Advisor
Josh Hill, CFP®
Founder of Hillside Wealth / CFP®
Tony Hayden
Financial Advisor
Living the 4 F's
Wealth doesn't live in isolation
The same mindset that creates balance, health, and fulfillment can contribute to financial stability. When your whole life is aligned, your money follows.