Why We Are Here

Our mission is to liberate our clients from the complexity of wealth, empowering them to confidently live their best lives.  

As we thought long and hard about the ingredients of a well-lived life, we kept coming back to three pillars – People, Passions and Purpose.  But pillars are only as strong as their foundation. And wealth is the foundation for life’s priorities.  Modern wealth management captures, simplifies and deploys a household’s entire capital base.  Wealth enables us to be with the people we love, pursue our passions, find our purpose and collectively enjoy vibrant experiences.  At Flatrock, we ardently engineer the robust, durable, and resilient capital foundation to reliably fund the People, Passions and Purpose that matter most in your life. 

Too often in wealth management, advisors talk about market trends, portfolio values, assets under management and an overwhelming array of financial products.  We believe those values, those assets don’t just exist as a piece of paper, a plastic card, or a number on a computer screen.   Money in its truest form is a medium of exchange.  That money will be exchanged for something and, for most of us, we want that something to be our People, Passions and Purpose.  

Over time, wealth and priorities evolve.  The People change (we’re hoping grandkids!)  New Passions develop.  Our wealth may even outgrow life’s priorities, extending Purpose to legacy.  But, eventually all wealth flows to priorities.  And your priorities are ours.