Snowball Wealth Management was founded in 2003 (as TNL Asset Management) with a few unwavering principals in mind. First, financial advisors should have only one thing on their minds when providing advice—the client’s best interests. The old broker model of offering financial kickbacks to brokers to trade certain funds is, and always was, fundamentally flawed. We are, always have been, and always will be a fiduciary to our clients. Your best interest come first. Second, clients deserve direct access to the decision maker. And third, the client deserves to know what they own and why. The what is self-explanatory but the why is vital to being comfortable with your money.

While Snowball Wealth Management has grown from having a few family and close friends as clients in 2003 to over 80 clients scattered across the United States today, we’ve always focused on personal relationships. We’re in the trust business and that trust needs to be earned through intimate conversations. Sure, we use technology to maintain and enhance our client relationship, but not to replace it. We’ve grown slowly over the years because we will not sacrifice client service for scale. We manage the firm’s growth just like we manage client portfolios—through discipline aligned with our principals.