An Important Update From Our Team
Your Service. Your Accounts. Your Team. Unchanged.
What Is Changing — And What Isn’t
We are making a change to our back-office structure — the behind-the-scenes systems that handle compliance, paperwork processing, billing, data security, and technology. This transition moves us from a broker-dealer model to a Registered Investment Advisor (RIA). For you, our client, the day-to-day experience remains exactly the same.
Your custodian and investment accounts
Your holdings, allocations & portfolio strategy
Your fees — no changes whatsoever
Your advisory team and points of contact
The quality and continuity of your service
Your financial plan and long-term goals
Back-office compliance structure
Paperwork processing systems
Billing & data security infrastructure
Technology platforms (behind the scenes)
Cosmos Wealth
The universe itself is a cosmos — vast, interconnected, and operating with extraordinary precision and purpose. We believe managing wealth should work the same way: every dimension of your financial life working in harmony, ordered with intention, and aligned to a singular purpose — allowing you to truly live the life you want.
Intentional Wealth isn’t a tagline — it’s a philosophy. Money is a tool. Your life is the goal. Our role is to ensure every financial decision serves the life you’re building, so you can experience the world without worry.
Holistic wealth management, like the cosmos, requires order, harmony, and a systems-thinking mindset. Income, investments, taxes, cash flow, estate planning, and insurance don’t exist in silos — they orbit one another. Our new brand reflects the integrated, deliberate approach we have always taken on your behalf.
Managing wealth in an orderly, systematic way is what frees our clients to experience life on their own terms — not to worry about money, but to use it as the powerful tool it was always meant to be.
Our Commitment to You Remains Unchanged
This transition is about aligning our structure more closely with how we already serve you — with clarity, intention, and your best interests at the center of every decision we make. We are grateful for your trust, and we look forward to continuing this journey together under a name that truly reflects who we are.
Questions? We’re always here.
Reach out to your advisor directly or contact our team at any time. Whether it’s retirement planning, investment planning, or a full financial planning review — we’re ready when you are.
Danny Mauser
Guiding clients through retirement planning and the withdrawal glide path — income that lasts as long as the life it funds.
Jeremy Keating
Leading investment planning and portfolio strategy — evidence-based allocations built around each client’s risk and timeline.
Bob Robinson
Coordinating financial planning, tax strategy, and estate planning into one orderly system — every part working with the others.