What would you do with those extra 365 hours each year? That’s 15 days. Extra time — extra life — to enjoy the things that matter most. It could be used to push your daughter one more time on the swing, begin that garden you’ve been putting off for years, or take a Sunday afternoon nap. On a Tuesday. We’ve helped our clients find this elusive 25th hour in the day.

Investing more.

We invest more in finding opportunities that mitigate taxes, reduce overall portfolio risk and maximize returns, giving our clients the freedom to retire earlier or work less. We invest more in our employees, technology and compliance oversight to ensure peace of mind, so clients can spend less time worrying and more time prospering. We invest more in providing comprehensive services, so clients don’t have to wonder if something will be missed. As we invest more, our clients gain more of both time and money, finding that 25th hour each day to live life to its fullest potential.

InteractivePair1-3
What if you could have another hour in the day?

What would you do with those extra 365 hours each year? That’s 15 days. Extra time — extra life — to enjoy the things that matter most. It could be used to push your daughter one more time on the swing, begin that garden you’ve been putting off for years, or take a Sunday afternoon nap. On a Tuesday. We’ve helped our clients find this elusive 25th hour in the day.

InteractivePair2-3
The secret?
Investing more.

We invest more in finding opportunities that mitigate taxes, reduce overall portfolio risk and maximize returns, giving our clients the freedom to retire earlier or work less. We invest more in our employees, technology and compliance oversight to ensure peace of mind, so clients can spend less time worrying and more time prospering. We invest more in providing comprehensive services, so clients don’t have to wonder if something will be missed. As we invest more, our clients gain more of both time and money, finding that 25th hour each day to live life to its fullest potential.

The 25 Story

Jeff and Randy Larson believe that character matters.  It’s not enough to achieve excellence in a specialized field. We also need to treat others as we want to be treated, practice what we preach, and live out the advice we give to others.

Over a decade ago, these two brothers put their beliefs into action as private wealth managers, offering physicians comprehensive financial advice with the highest level of service, never compromising on character. Their goal has always been to grow their clients’ wealth in the most efficient way possible, creating momentum to generate more of both time and money.

Today, Team 25 emulates Jeff and Randy’s beliefs and character. We operate with a get-it-done attitude and over-the-top service, putting clients’ needs above our own. Our experience in a diversity of investments, tax, and law gives us the ability to steward as much or as little of your wealth as you need.

In short, our goal is nothing less than to provide you with more confidence, time, and peace of mind by taking advantage of every opportunity.

Our Vision:

To help our clients and team live life to its fullest potential.

Our Mission:

We apply comprehensive insight in the best interest of our clients to help them achieve more of both time and money.

Our Values:

Character.

It matters. It’s our mission to earn and keep your trust, operating as fiduciaries with the highest degree of honesty, integrity, and transparency.

 

Momentum.

We deliver results. We help clarify your goals and then execute your plan with rigor, progress, and accountability.

 

Stewardship.

You’ve worked hard for what you have, and we’re here as partners to help you make the most of every dollar, hour, and opportunity.

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