Our Mission

Threshold Group is the independent wealth advisor for families that want to make a difference for future generations.

Our Values

Our values are more than words on a wall at Threshold Group. We are passionate about these simple but important concepts because they represent a common belief set among our people and our clients. We apply these values not as some sort of ideological high ground, but as our guideposts for striving to create impeccable service relationships.

These represent the genetic code for our behavior, our decision-making and our thinking. Ultimately, our values, combined with our competencies, will allow us to achieve our vision.

• Non-Negotiable Integrity
• Respect for the Individual
• Lifelong Learning
• Teamwork
• Service
• Community