Steve Malbasa

Several coaches and teachers throughout my young life taught me the “we” is more important than the “me”. Financial management services allows me to focus on others, not me.

A significant business loss and the personal despair associated with such led me to the realization that sharing the learnings of “how not to” can be just as important as sharing the “how to” with associates and clients.

Simply put, I care deeply about those who struggle. My wife Stephanie and I have a foundation dedicated to helping people navigate the financial headwinds that life can bring.

Clients willing to allow us to provide not only investment advice, but also financial planning.

A recognition that every client is unique and therefore requires a laser focus on each client’s goals and objectives before recommendations of any kind should be made.

I coach young athletes on how to win with humility and lose with dignity. This helps me add value to my clients who deal with the successes and failures of life on a daily basis.

When I add value to the people around me, whether they be clients, co-workers, friends or family.

Constructive discourse. An understanding that everyone has something to offer, but if we do not listen or provide one the opportunity to share what he/she has to offer, we will never know.