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Make it Generational  

| 

 Placing Stewardship Over Ownership 

Intentional Planning Across Every Dimension

✓ Income

✓ Investments

✓ Healthcare

✓ Taxes

✓ Legacy

We Guide Our Clients to...

01

Imagine

Clarifying the life and legacy you want to create.

Align

Organizing and orienting the resources you already have.

02

Strengthen

Building a plan that can endure over time.

03

Steward

Preparing what you’ve built to outlast you.

04

At The 28Ten Group, we go beyond traditional investment management. We work with clients to develop integrated financial strategies that reflect their values and long-term objectives.

Our team has helped hundreds of families create thoughtful, coordinated financial plans that foster a sense of clarity and confidence.

Explore Our Five Core Pillars of a Comprehensive Financial Plan

  • The 28Ten Leaves of Prosperity

    Investments

    Intentional portfolios aligned with your goals.

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  • The 28Ten Legacy

    Legacy

    Transferring wealth and values intentionally.

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  • The 28Ten Tax Efficiency Plan

    Taxes

    Looking at your entire financial picture to preserve wealth.

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  • The 28Ten Roots

    Income

    Reliable income throughout retirement.

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  • The 28Ten Healthcare shield.

    Healthcare

    Protection to keep your retirement goals on track.

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