Core Values
The heart of Wilderness Financial is shared commitment to client-centered values:
-
We endeavor to serve each clients' best interests in planning, strategy, solutions.
-
We aim to uphold The Code of The West:
“LIVE EACH DAY WITH COURAGE.
TAKE PRIDE IN YOUR WORK.
ALWAYS FINISH WHAT YOU START.
DO WHAT HAS TO BE DONE.
BE TOUGH, AND FAIR.
WHEN YOU MAKE A PROMISE, KEEP IT.
RIDE FOR THE BRAND.
TALK LESS AND SAY MORE.
SOME THINGS AREN’T FOR SALE.
KNOW WHERE TO DRAW THE LINE.”
-
Towards an exemplary financial advisory practice, we commit to:
- Tenacious Passion
- Caring Integrity
- Accountability
- Continuous Improvement
- Continuous Education
We want to meet talented, high-character people who share these values, and may complement our team.
We're interested, too, in conversations toward acquisition or merging with similar mid-late career practices:
- Looking for like-minded and principled licensed associate representatives, advisors, agents interested an independent team for resource sharing, service support, collaboration and growth side-by-side, or merged together.
We are also growing our circle of trusted local and nationwide professional relationships.