Our Stories On Y^3

Kris' Story

Do you remember third grade? Seems like yesterday, doesn't it? I was a reader and a total geek. There was nothing I loved more than sitting by myself and reading a good book. I was decidedly right-brained, and, to put it mildly, math did not come easily to me. Match me against any elementary school brainiac, and I could crush them in a spelling bee. But fractions? Please....no.

Thankfully, the lights came on for me one day. I learned that math wasn't the schoolyard bully after all, and we became close friends. I'll bet you're thinking, "good thing!"

Pick any number between 1 and 9. We'll use 7. See how it works?  7+7+7=21
NOW, take the number 7 and multiply it times itself three times. If you recall third grade, you might recognize that you are simplifying the exponent! 7x7x7=343
Don't you just love math?? Everything changes with the rotation of the addition sign.
Just a little multiplication, and we create leverage.
Boelte O'Hara Wealth Management
YOUR LIFE. YOUR LEGACY. YOUR WEALTH MANAGEMENT.

Romantic Senior Asian Couple Laughing
Smiling Senior Man

Frank's Story

When I first saw Y^3, I understood immediately and completely what it meant. It's a philosophy with a willingness to understand me, who I am, what is important to me, where I come from, and where I want to go. Present, future, and the way there, but levered. 

It's YOUR LIFE. Why shouldn't you go where you want to go, do the things you want to do? Retire if you want to. Work forever if you want to. Start a business, work part-time, and start a new chapter. It's your choice.

It's YOUR LEGACY. Only you know what that means. A meaningful inheritance for your family, leaving a legacy at your alma mater, or whatever charity where your heart lives. Maybe you'd just like to spend your last dollar on your last day. Like most people, your life will change, and so will your mind. My job is to make it happen. 

We don't have a one-size-fits-all strategy. We've been in finance for a combined 50 years. We know what you've suspected; you need a plan that is yours. Not your neighbor's. 

YOUR WEALTH MANAGEMENT. I'm proud to say that when you work with us, your dreams are our dreams.