What's YOUR Money Mission?

  • What do you hope to achieve in the near future?

  • Do you have philanthropic intentions you haven't yet acted upon?

  • What do you want your retirement to look like?

  • What do you want your legacy to encompass?

  • Do you want a deeper understanding of your financial life?

Solutions
Overview

SOLUTIONS FOR
Private Clients

SOLUTIONS FOR
NON-PROFITS

SOLUTIONS

Overview

We infuse clarifying counsel with pure financial assessment. Our recommendations are guided by the objective of supporting your long-term goals, without the influence of hidden motivations.

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SOLUTIONS FOR

Private Clients

We see beyond the portfolio. We see YOU. We utilize disciplined investing to achieve each clients’ Individual money mission and provide reassurance and continuity for our clients’ legacies.

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SOLUTIONS FOR

Non-Profits

With over three decades of experience, we've honed our expertise in managing funds for nonprofits, blending institutional insight with grassroots dedication.

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 News & Articles

News and Articles
7 Overlooked Risks in Trust and Estate Plans That Could Cost You Millions
7 Overlooked Risks in Trust and Estate Plans That Could Cost You Millions

At Proffitt & Goodson, we help high-net-worth individuals and families proactively address the risks that can undermine even the best estate plans. Our team will review your current plan and ensure that it’s up to date, protecting your wealth and your loved ones.

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Yielding to Opportunity: The Case for Bonds Now
Yielding to Opportunity: The Case for Bonds Now

For high-quality bonds, starting yields are strongly correlated to subsequent returns. The Bloomberg U.S. Aggregate Index currently yields 4.6%, much higher than the recent past. 

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Another Stellar Year
Another Stellar Year

As the end of the year approaches, financial markets have once again demonstrated a resilience and consistent capacity for exceptional performance. With strong global stock market gains…

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What'sOur Mission?

We are committed to improving the lives of our clients through:

  • Multidimensional service, disciplined investing, and clarifying counsel.

  • Aligning your money decisions with your life goals.

  • Gaining a deep understanding of your financial life.

  • Helping you achieve your money mission now and in the future.

  • Supporting you in living life to its fullest.

Welcome to our Wealth Journal

Join Our Wealth Journal for monthly financial market perspectives and wealth management insights from our team of experts.

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