7301 Carmel Executive Park Dr #218
Charlotte, NC 28226
Wealth with purpose
The creation of wealth must have a greater meaning than the endless pursuit of more.
Logic before emotion
Gather data, compare alternatives, and make decisions based on logic instead of emotions.
Create value for others
Great wealth is achieved when the value shared exceeds the rewards received.
Understand your value
Understand the true value of your resources and allocate accordingly.
Consistently aim to be surrounded by people smarter than you.
Wealth is a tool
Wealth is a useful tool, not the secret to happiness.
Debt for consumption is dumb
Borrowing money to buy an asset that decreases only creates wealth for the lender.
Protect your principal
Protect your Principal | Reduce unnecessary risk, seek advice, and insure what you can’t afford to lose.
The turtle always wins
Fast paths to wealth are rare and often too good to be true.
Spend less than you earn
The fuel for wealth is savings!