Our story top

Aquinas Wealth Advisors℠ is inspired by the legacy of Saint Thomas Aquinas, perhaps the greatest philosopher and theologian in history, who bridged massively influential classical Greco-Roman cultural foundations with the completeness, depth, and divine inspiration of Christianity. A Saint and Doctor of the Church, Aquinas’ achievements laid the foundation for modern Western Civilization and its bulwark professional disciplines, including the first practitioners of what we would recognize as financial services in late Renaissance Europe. Aquinas’ vision, genius, and moral clarity are at the core of our firm’s identity and purpose.

At Aquinas Wealth Advisors℠, we believe that good returns and good values are not mutually exclusive.

We strive for nothing less than congruence with Catholic moral teaching, and we settle for nothing less than solid returns. Drawing from our knowledge and experience gained over decades of achievement in wealth management, we expect that our values aligned investment strategies will yield competitive returns.